Mark Hawman, LLB, CFA, CFP, CIM — Portfolio Manager and Investment Advisor

Experienced discretionary portfolio management with integrity

I offer seasoned advisory services, discretionary portfolio management and financial planning leadership for families, business owners and professionals who seek conservative, responsible management of their assets to balance long-term growth and preservation of their capital. As a high net worth investor myself, I know the issues facing families of means, and have broad experience advising them, especially in the areas of retirement and estate planning.

Specializing in best-in-class portfolio and risk management, as well as tax-effective wealth transfer to the next generation, I offer a suite of sophisticated solutions to investors who have tired of formulaic programs.

At Macquarie Private Wealth, my clients enjoy the advantages of a well-capitalized global firm that shares my personal commitment to client focus and customized service. Here, I can provide truly sophisticated resources and objective advice free of prescriptive platforms.