About Marco
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 holds the Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) designations.
He received his business education from BCIT, Athabasca University, and Harvard Business School.
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 and joined Harbourfront Wealth. As a Sea Glass Wealth Advisory Group member, he and his team offer institutions, family offices, and individuals a deeper insight into global markets and access to specialized private alternative investments. Alternative investments include private real estate, private debt, private infrastructure, and private equity. Our team specializes in advanced financial planning for business owners and portfolio management with private alternative investments similar to pension funds.
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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