{"id":6599,"date":"2024-07-25T13:42:30","date_gmt":"2024-07-25T13:42:30","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/themahrtinvestmentgroup\/?page_id=6599"},"modified":"2025-04-11T19:18:18","modified_gmt":"2025-04-11T19:18:18","slug":"mahrt-investment-group-lp","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/themahrtinvestmentgroup\/mahrt-investment-group-lp\/","title":{"rendered":"Mahrt Investment Group LP"},"content":{"rendered":"\t\t
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Client-focused Money Management\n<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We are financial advisors to families, professionals, and business owners.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Assets under administration<\/div>\t\t\t
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Households Served<\/div>\t\t\t
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Years of combined experience<\/div>\t\t\t
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Retention rate<\/div>\t\t\t
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*As of June 1, 2024<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Your Success\nis a Team Effort<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Rod Mahrt<\/strong>, CIM\u00ae<\/sup>, FCSI\u00ae<\/p>

Senior Portfolio
Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Kim Christiansen<\/strong><\/p>

Senior Investment Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Alex Mahrt<\/strong>, CFA<\/p>

Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Janice Waring<\/strong><\/p>

Senior Investment Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Karen Ma<\/strong><\/p>

Investment Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Cailie O’Hara<\/strong>, CFA, CFP\u00ae<\/sup><\/p>

Senior Wealth
Planner<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Our goal is to maximize the potential of each investment portfolio, empowering clients to achieve their financial goals and build enduring wealth.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Our Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Investment Management<\/p>

Estate Planning<\/p>

Retirement Planning & Cash Flow Management<\/p>

Asset Protection & Insurance<\/p>

Charitable\u00a0Planning<\/p>

Income Tax Planning<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Our Clients<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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High Net Worth Families<\/p>

Business Owners<\/p>

Physicians<\/p>

Young Professionals<\/p>

Opcos & Holdcos<\/p>

Charities & Foundations<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Our Portfolios<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Combine Traditional
& Alternative Investments<\/p>

Diversified by Asset Class, Geography, & Sector<\/p>

Risk Targeted for Each Client<\/p>

Tax Efficient Investment Instruments<\/p>

Evidence-Based Investment Approach<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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The Benefits of Working with Us<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Portfolio Management<\/strong><\/p>

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.<\/p>

Financial planning<\/strong><\/p>

We offer comprehensive financial planning services to create a personalized roadmap for achieving your financial goals and securing your future.<\/p>

Behavioural coaching <\/strong><\/p>

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

Playbook for Life Events<\/strong><\/p>

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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Our Framework<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Plan-Build-Evolve<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Your life evolves; so should your portfolio. We embrace the dynamic nature of your financial journey with our three-step approach \u2013 Plan, Build, Evolve. We believe that your financial plan and portfolio should continuously align with your goals at every stage of life.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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1. PLAN<\/strong><\/p>

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.<\/p>

2. BUILD<\/strong><\/p>

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.<\/p>

3. EVOLVE<\/strong><\/p>

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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Our clients are at the heart of everything we do, every day.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tAfter a period working with different brokers and corporate investment teams \u2013 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\u2014they 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.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tErik & Mary Ann B. <\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWe 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. \n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tJames & Vicky B. <\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\t\u201cIt 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, \u201ckeep doing what you're doing; I'll see you when I get back.\u201d 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.\u201d\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tBill K. <\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tI 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.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tDevon V.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWe 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. \n\nNot 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. \n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tBob E. & Rose O.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Client-focused Money Management We are financial advisors to families, professionals, and business owners. Speak with our Team Assets under administration $ 0 M+ Households Served 0 Years of combined experience 0 + Retention rate 0 % *As of June 1, 2024 Your Success is a Team Effort Speak with our Team Rod Mahrt, CIM\u00ae, FCSI\u00ae […]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"class_list":["post-6599","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nMahrt Investment Group LP - The Mahrt Investment Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/themahrtinvestmentgroup\/mahrt-investment-group-lp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mahrt Investment Group LP - The Mahrt Investment Group\" \/>\n<meta property=\"og:description\" content=\"Client-focused Money Management We are financial advisors to families, professionals, and business owners. 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