Rod is a highly experienced Senior Portfolio Manager and co-leads the Mahrt Investment Group alongside his business partner, Alex. With over four decades of investment experience, Rod has served high-net-worth families, business owners, physicians, and professionals. Embracing fiduciary responsibilities, Rod crafts investment portfolios that adapt to shifting political and economic landscapes. Having navigated over 17 market corrections, Rod’s investment philosophy focuses on acquiring high-quality businesses at a good price and holding for the long-term.

Rod takes pride in building long-term relationships with clients and has had the privilege of working with multiple generations of families. His deep understanding of client needs, and family dynamics enables him to provide tailored solutions that go beyond conventional investment advice. Recognizing the need for a comprehensive approach, Rod believes in the concept of a “Family Office” that considers clients’ entire financial and family landscapes.

Rod holds a degree in Political Science and Economics from the University of Victoria and is a Fellow of the Canadian Securities Institute. He has served on the boards of various organizations, including the Victoria Symphony, Greater Victoria Chamber of Commerce, National Advisory Board at CIBC Wood Gundy, and the Investment Committee of St. Michael’s University School.