Marco is an accomplished and respected wealth professional specializing in executive foreign pension transfers, affluent Canadian families, international families transferring wealth to Canada, and successful business owners with complex corporate structures. He received his business education from BCIT, Athabasca University, and Harvard Business School. He won numerous awards including Developer Consultant of the Year, Pillar Awards, and Millionaire Clubs from one of Canada’s largest financial planning and asset management companies until he left the industry in 2015.
In 2015, he took a break from Canada’s wealth industry to participate in acquiring and financing industrial-scale renewable energy power plant assets in Asia. During this period, he spent a lot of time at major global financial centers like Singapore and gained a deeper understanding of global capital markets.
In 2019, he returned to Canada to join Strategic Private Wealth Counsel to offer institutions, family offices, and individuals a deeper insight into global markets and access to specialized private market investments like Rockridge Private Debt & Real Estate Pool and Forsyth Private Real Estate Portfolios. Our team specialized in pension style investment management and alternative investments.
He is supporting Travis Forman in his dual role as the Senior Vice President at Harbourfront and Portfolio Manager of both Rockridge Private Debt & Real Estate Pool and Forsyth Real Estate Portfolios. Travis Forman was ranked in the Top 50 Wealth Advisors in Canada.
He views money & wealth management as an honoured privilege to improve the lives of others by saving you time and demystifying the financial markets.” He looks forward to listening to your financial needs and offering unique solutions.
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