Wealth management is not a one-size-fits-all approach. We will tailor an investment strategy to your unique objectives and risk tolerance while also identifying what is important for you and your family both now and in the future. We factor in retirement planning, investment management, estate planning and trust services, education planning, wealth preservation and transfer, tax planning and legacy giving.
Nationally recognized, The Mahrt Investment Group specializes in discretionary, segregated portfolio management for high-net-worth families, holding companies, trusts/estates and foundations. We focus on delivering a superior experience with a deep understanding of our clients’ needs and financial goals. We manage investments and build strategies that are designed to prudently grow capital while managing risk.
Clients benefit from all the resources of Wellington-Altus Private Wealth which includes direct access to experienced, highly trained professionals specializing in the areas of financial, tax and estate planning, investment research, portfolio management and outstanding client service.
Awarded in Wealth Professional’s Top 50 Advisors in Canada for two consecutive years.
The Mahrt Investment Group provides the overall strategy and security selection for your portfolio based on your long-term needs. As your personal portfolio manager, The Mahrt Investment Group will determine the optimal asset allocation to accomplish your goals, the individual investments for each asset class and will execute the overall investment strategy on your behalf. This frees you from the day-to-day management of your investments and allows the team to react quickly to market opportunities.
“At The Mahrt Investment Group, the key driver of all the processes and procedures we use is our Infinity | 360˚ Wealth Management Program™. We cannot be all things to all investors. This program enables us to be all things to a select group of investors. Our guiding philosophy is simply this: we want to put family back on the balance sheet.”