Mark Hawman
Portfolio Manager & Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
Mark offers seasoned advisory services and financial planning advice with a focus upon providing best in class discretionary wealth management for successful families, business owners and non-pension professionals (in particular those in law and medicine).
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
After in depth consultation with clients, we help them determine the vision of the future they seek with an integrated and detailed road map on how to achieve these goals, and then revisit continually as progress has been made and circumstances change through our client's life stages. In this way we mutually come to understand what is necessary to achieve our clients unique aspirations, and measure ourselves against this yardstick as opposed to some artificial or inappropriate measurement. By drawing upon the unmatched resources available to us from being part of the recognized leader in Canada for high net worth families with recognized experts in the fields of wills and estates, tax planning and strategies, and business transition, we can address the multitude of client needs through one seamless point of contact.
How we do it
Our discretionary approach to managing wealth gives you the freedom from day to day details of overseeing your wealth so you may instead focus on what's important to you, be that your career, business, family or enjoying the fruits of your labours in the lifestyle of your choosing. A unique Investment Policy Statement is drafted to personalize your asset allocation, with the full comfort of knowing an independent Portfolio Risk Group provides an extra layer of due diligence and monitoring of client households.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.