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Greg Marks, Cfp, Cim, Tep Email & Phone Number

Private Wealth Manager at Cardinal Point Athlete Advisors
Location: Toronto, Ontario, Canada 8 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Role
Private Wealth Manager
Location
Toronto, Ontario, Canada

Who is Greg Marks, Cfp, Cim, Tep? Overview

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Quick answer

Greg Marks, Cfp, Cim, Tep is listed as Private Wealth Manager at Cardinal Point Athlete Advisors, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Greg Marks, Cfp, Cim, Tep.

Greg Marks, Cfp, Cim, Tep previously worked as Wealth Management Advisor at Gavin Hockey Wealth Specialists and Wealth Management Representative at Gavin Hockey Wealth Specialists. Greg Marks, Cfp, Cim, Tep holds Honors Business Administration from Ivey Business School At Western University.

Company email context

Email format at Cardinal Point Athlete Advisors

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Cardinal Point Athlete Advisors

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Profile bio

About Greg Marks, Cfp, Cim, Tep

Greg Marks, Cfp, Cim, Tep is a Private Wealth Manager at Cardinal Point Athlete Advisors. He possess expertise in working with children, teamwork, leadership, ice hockey, time management and 4 more skills.

Listed skills include Working With Children, Teamwork, Leadership, Ice Hockey, and 5 others.

Current workplace

Greg Marks, Cfp, Cim, Tep's current company

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Cardinal Point Athlete Advisors
Cardinal Point Athlete Advisors
Private Wealth Manager
AeroLeads page
8 roles

Greg Marks, Cfp, Cim, Tep work experience

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Private Wealth Manager

Current

Toronto, Ontario, Canada

We operate a multi-family office for a select group of engaged, elite professional hockey players and affluent private clients. We know that people derive the most happiness from being able to do what they want, when they want. And our GOALS MATTER process helps make this happen.

Jun 2024 - Present

Wealth Management Advisor

Toronto, Ontario, Canada

We specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a… Show more We specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a portfolio manager in BC, Alberta, Manitoba and Quebec. Show less

Dec 2022 - Jun 2024

Director, Speakers And Sponsorships

London, Canada Area

Responsible for collaborating with co-director, conference co-chairs, and faculty to recruit executives to speak and secure sponsors for the inaugural 2019 conference

Apr 2018 - Apr 2019

Research And Strategy Analyst

Toronto, Ontario, Canada

May 2018 - Aug 2018

Director

Camp Hurontario

Mactier, Ontario

Jun 2017 - Aug 2017

Counsellor

Camp Hurontario

Mactier, Ontario

Jun 2014 - Aug 2016
3 education records

Greg Marks, Cfp, Cim, Tep education

Honors Specialization In Economics

Activities and Societies: LUG Hockey (2015-present), Intramural Hockey (2015-2016), Right to Play Member (2015-2016), Strathroy Rockets.

Education record

Activities and Societies: Varsity Baseball (2011-2015), Varsity Hockey (2013-2015)

FAQ

Frequently asked questions about Greg Marks, Cfp, Cim, Tep

Quick answers generated from the profile data available on this page.

What company does Greg Marks, Cfp, Cim, Tep work for?

Greg Marks, Cfp, Cim, Tep works for Cardinal Point Athlete Advisors.

What is Greg Marks, Cfp, Cim, Tep's role at Cardinal Point Athlete Advisors?

Greg Marks, Cfp, Cim, Tep is listed as Private Wealth Manager at Cardinal Point Athlete Advisors.

Where is Greg Marks, Cfp, Cim, Tep based?

Greg Marks, Cfp, Cim, Tep is based in Toronto, Ontario, Canada while working with Cardinal Point Athlete Advisors.

What companies has Greg Marks, Cfp, Cim, Tep worked for?

Greg Marks, Cfp, Cim, Tep has worked for Cardinal Point Athlete Advisors, Gavin Hockey Wealth Specialists, Ivey Sports Management Conference, Fis Holdings Ltd., and Camp Hurontario.

How can I contact Greg Marks, Cfp, Cim, Tep?

You can use AeroLeads to view verified contact signals for Greg Marks, Cfp, Cim, Tep at Cardinal Point Athlete Advisors, including work email, phone, and LinkedIn data when available.

What schools did Greg Marks, Cfp, Cim, Tep attend?

Greg Marks, Cfp, Cim, Tep holds Honors Business Administration from Ivey Business School At Western University.

What skills is Greg Marks, Cfp, Cim, Tep known for?

Greg Marks, Cfp, Cim, Tep is listed with skills including Working With Children, Teamwork, Leadership, Ice Hockey, Time Management, Microsoft Office, Microsoft Excel, and Research.

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