Mark Haas
Investment Advisor
Passionate About Helping Others Do Better
I've been passionate about investments my entire life and want to share my knowledge and expertise that has allowed me to do well for myself.
I learn about the goals, needs and current strategy of my clients and undercover opportunities. I always find opportunities to better allocate savings, accelerate the creation of wealth, invest more tax efficiently, to find the balance between market investments, real estate, life insurance and small business investments.
I look to educate and give peace of mind. We will work together to ensure you have a financial plan so you can retire with confidence, that your will is in place, and that you feel supported in your wealth creation journey. I take a wholistic approach to aim to support all the generations of the family.
My speciality within investment is smaller Canadian public companies, which I believe is an overlooked niche that has the potential to produce very compelling returns. As much I can, I look to invest with a more conscious way with regards to the environment and social issues.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. We look to identify opportunities and develop a Game Plan—the steps we will take together to adjust course and optimize your financial future . With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Insights
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