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Leadership Profile
Private Wealth Counsellor, Partner
Investment insights from science and practice
Marshall’s advisory practice unites financial science with the practical experience of a seasoned investment manager. With over 20 years of experience providing advice and wealth management services to high-net-worth clients, you can read his insights in the book he authored, The Brilliance of Boring Investing—An Academic Approach to Portfolio Design. He received his Bachelor of Commerce (Major Finance) from the University of Alberta, holds the Professional Financial Planning designation and also is holds the Chartered Financial Analyst (CFA®) designation. In his free time Marshall enjoys time with his family at Alberta lakes, and time with friends listening to live music in Edmonton. It is interesting to note that Marshall may just be the only investment counsellor in Western Canada who still rides a skateboard.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 638 2490
Toll Free: +1 888 638 2490
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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