Member

Mark McGrath

Squamish, BC

PWL Capital Inc.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Mark  McGrath

Member Bio

(This member hasn't written a bio yet!)

Mark McGrath is a Financial Planner and Associate Portfolio Manager at PWL Capital Inc.

For the past decade, he has worked primarily with Canadian physicians and their families, helping them make sound financial decisions around portfolio management, retirement planning, tax planning, estate planning, and risk management.

He is a co-host of the Rational Reminder podcast, a regular contributor to various national publications, co-author of the new book "Wealthier: The Investment Field Guide for Canadian Millennials" with NYT Bestselling Author Dan Solin, and a contributing author to FP Canada Institute's Technical Education programs, a prerequisite for students pursuing the CFP designation.

When he's not immersed in the world of personal finance, Mark enjoys spending time with his family, playing guitar, and indulging in his love for reading and gaming.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM
CLU

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

Some Post Secondary

Assets Under Management

10,000,000-50,000,000

Practice Size

Over 50

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
New Brunswick
Ontario
Quebec
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.