You’ve worked hard to build your financial success, and with that success often comes added complexity. Whether you’re a business owner preparing for your next chapter, a professional looking to get more out of what you’ve built, or someone wanting to make the most of your pension, our team is here to help you navigate it with clarity and confidence.
With 28 years of experience in the wealth management industry, I’ve guided clients through a wide range of financial decisions and life transitions.
We start by getting to know what matters most to you and your family. Building long-term relationships is at the core of how we work, so we can anticipate your needs and support you through every stage of life. As the founder of Mariotto Wealth Management, my role as Portfolio Manager—and my fiduciary responsibility—means your best interests always come first.
And while managing investments is an important part of what we do, it’s only one piece. Through access to specialists in financial planning, tax strategy, estate planning, and through close collaboration with accountants and legal professionals, we make sure every part of your financial picture fits together smoothly. This integrated approach gives you confidence and comfort knowing the big picture is always being looked after.
In addition to working with individuals and families, we also provide discretionary investment management for corporations, associations, foundations, and non-profit organizations, ensuring their capital is managed with the same care and long-term perspective.
If you’re ready to bring more clarity and confidence to your financial life, we’d love to start the conversation with you.
The Mariotto Wealth Group provides an overall strategy and tailors a portfolio based on your needs. As your personal investment manager, Mariotto Wealth Management will execute all trades on your behalf in a timely and efficient manner. This frees you from the day-to-day management of your investments and allows Mark and his team to react quickly to market opportunities while maintaining prudent risk strategies and diversification.
Process
A relationship with us begins with a private conversation. We listen to clients, articulate their needs, goals and priorities, and partner with them to make those needs a reality. Our detailed 7 pillar wealth management process considers all aspects of your financial needs, no matter what stage of life you are in.
Fiduciary Responsibility
A fiduciary must always put the needs of their clients first and foremost. They have a legal and ethical duty to act solely in another party’s interest. Mariotto Wealth Management makes this our paramount objective for our practice. This allows us to be truly independent and unbiased in our client relationships.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Top-rated investment dealer in Canada six years running in the 2025 Investment Executive Brokerage Report Card.
Investment Executive 2025 Brokerage Report Card
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.