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 management. 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.
11523—100 Avenue NW
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.