Client-focused Money Management

We are financial advisors to families, professionals, and business owners.

Assets under administration

$ 0 M+

Households Served

Years of combined experience

0 +

Retention rate

0 %

*As of June 1, 2024

Your Success is a Team Effort

Rod Mahrt, CIM^®, FCSI®

Senior Portfolio
Manager

Kim Christiansen

Senior Investment Associate

Alex Mahrt, CFA

Portfolio Manager

Janice Waring

Senior Investment Associate

Karen Ma

Investment Associate

Cailie O’Hara, CFA, CFP^®

Senior Wealth
Planner

Our goal is to maximize the potential of each investment portfolio, empowering clients to achieve their financial goals and build enduring wealth.

Our Services

Investment Management

Estate Planning

Retirement Planning & Cash Flow Management

Asset Protection & Insurance

Charitable Planning

Income Tax Planning

Our Clients

High Net Worth Families

Business Owners

Physicians

Young Professionals

Opcos & Holdcos

Charities & Foundations

Our Portfolios

Combine Traditional
& Alternative Investments

Diversified by Asset Class, Geography, & Sector

Risk Targeted for Each Client

Tax Efficient Investment Instruments

Evidence-Based Investment Approach

The Benefits of Working with Us

Portfolio Management

We deliver tailored portfolio management to optimize your investments, balancing risk and reward, while providing access to exclusive investment vehicles and tax-efficient strategies for both individuals and corporations.

Financial planning

We offer comprehensive financial planning services to create a personalized roadmap for achieving your financial goals and securing your future.

Behavioural coaching

We provide behavioural coaching to help you stay disciplined and make informed financial decisions, avoiding emotional reactions to market fluctuations.

Playbook for Life Events

Receive expert guidance to navigate life events, from buying a home to managing a financial windfall, all supported by our comprehensive life events playbook for informed financial decisions at every stage.

Our Framework

Plan-Build-Evolve

Your life evolves; so should your portfolio. We embrace the dynamic nature of your financial journey with our three-step approach – Plan, Build, Evolve. We believe that your financial plan and portfolio should continuously align with your goals at every stage of life.

1. PLAN

Together, we build a comprehensive plan that encompasses where you stand today and where you envision yourself in the future. By understanding your unique circumstances, aspirations, and financial objectives, we lay the foundation for a tailored strategy.

2. BUILD

Guided by the insights from your plan, we expertly construct a personalized portfolio that reflects your financial goals, time horizon, and risk tolerance. Employing a goals-based approach and leveraging the power of mean-variance optimization (MVO), we meticulously design a portfolio that seeks to optimize the risk-return tradeoff while staying true to your unique aspirations.

3. EVOLVE

Life is a constant evolution, and so is your financial landscape. Our commitment to you extends beyond the initial plan and portfolio construction. Through ongoing monitoring, periodic reviews, and open communication, we adapt your plan and portfolio to accommodate changes in your goals circumstances, and market dynamics.

Our clients are at the heart of everything we do, every day.

After a period working with different brokers and corporate investment teams – we found Rod and Alex have not changed since. Rod and Alex disprove common arithmetic because one plus one in this case equals more than two—they are a dynamic complimentary team in knowledge bases, experience and hard work mixed with a generational separation. This ensures we are taken care of for all time going forward. Thanks to you both and your excellent team.

We have been working with Rod for almost 20 years. We have complete trust in his integrity and understanding of the markets and all the global variables. Rod and his team stay in frequent contact, updating us of opportunities as well as managing our day-to-day financial needs. They have shown extreme competency navigating our complex corporate structure, and the arrival of Alex enables us to trust in the succession planning.

“It has been a privilege to be part of the Mahrt investment family for almost 30 years. I remember the first market crash I experienced with Rod; I checked the markets constantly. The second correction, I was out of the country. Three days after, Rod called and I said, “keep doing what you're doing; I'll see you when I get back.” What Rod has done for our family is take the major worries out of the market and add calmness to our life that did not exist before.”

I have worked with Alex and the Mahrt Investment Group team for the past five years. As a young business owner, I wanted an advisor who would grow with me, and Alex has exceeded my expectations from the very beginning. From advising me on funding real estate purchases to helping me set up a tax-efficient corporate investment portfolio, Alex has ensured that both my business and I are well-protected.

We have been clients of the Mahrt Investment Group for over 10 years. When making our decision we were first and foremost looking for trustable and knowledgeable professionals with a track record of success. We have found that. Not only are we happy with our returns, but equally important we appreciate the level of communication provided by Rod, Alex and the team. We feel well taken care of, and valued, both as clients, as well as people.