Marco Zaino, Mba Email and Phone Number
Marco Zaino, Mba work email
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Marco Zaino, Mba personal email
Marco Zaino, Mba phone numbers
What I do:I specialize in ensuring families develop, secure and maintain their legacy by leading a team of experienced professionals in offering comprehensive wealth management solutions. With a client-centered approach, we focus on meeting financial expectations through a seamless process, a proven investment model, advanced planning and exceptional relationship management.Our group offers family office services, investment management with a specialty in alternative investments and immigration investment advisory services through various programs including the Quebec Immigrant Investor Program. How I do it:I put you and your family first. I go beyond investments to provide service excellence across all our offerings to protect your family legacy. I take a proactive approach to your wealth to solve a wide range of situations that arise with unparalleled integrity standards.Wealth Professional Canada top 40 Young Gun Candidate in 2014, 2015 and 2019. Finalist for 2015 Discretionary Manager of the Year at the WP Awards.Specialties: Financial Planning, Insurance and Estate Planning, Tax Strategies, Legacy Creation, Philanthropy, Investment Management and Business Advisory.
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Ceo And Portfolio ManagerHighgate Group Inc. Nov 2019 - PresentMontreal, Quebec, CaThe Highgate Group provides a 360-degree approach to wealth management. With a focus on developing and protecting your family legacy; bespoke solutions are crafted and implemented.Highgate is dedicated to providing a best-in-class offering and doing so in a manner consistent with the high standards of confidentiality, transparency, objectivity and professionalism that the firm is built on.Highgate Group Inc. is a fully owned subsidiary of Echelon Wealth Holdings Inc., the parent company of Echelon Wealth Partners Inc.
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Vice President Portfolio Manager And PartnerEchelon Wealth Partners Sep 2013 - PresentToronto, Ontario, CaThrough the acquisition of Dundee Goodman Private Wealth, Echelon Wealth Partners has become a group of entrepreneurial independent investment managers offering client centric holistic wealth management services. With a Family Office approach, my team provides discretionary investment management advice to business owners, affluent families and young professionals. Our open architecture allows us to complement our internal investment model with the best external money managers available. We act as a relationship managers and become the trusted advisor of our clients. Our holistic wealth solutions offering allows us to clearly view an investors financial landscape so that we can provide valuable solutions to help them secure their family legacy. -
Vice President - Branch ManagerEchelon Wealth Partners Sep 2013 - Jul 2017Toronto, Ontario, CaManaging a group of 15 discretionary and non-discretionary managers in Montreal, overseeing the compliance of the branch and supporting them in the growth of their books of business. Through the acquisition of Dundee Goodman in 2016, was an integral part of the negotiation of retention agreements, successfully signing all but one advisor. Over a period of four years, increased sales by 100% at the branch with contributions from all advisors. Took initiative to create partnerships with external ancillary service to provide clients a total solution offering. An advocate of integrating a wealth consultant at the local level, I worked closely with our wealth management team to hire the first consultant at the firm which generated immediate insurance results and a material pipeline for future business. Often consulted by senior leaders on platform changes and their impact on advisors. Responsible for the Quebec Immigrant Investor Program.
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President And FounderCappino Physiotherapy And Wellness Center Mar 2011 - PresentDorval, Quebec, CaThe Cappino Physiotherapy and Wellness is a innovative health center offering a diverse range of services to meet each individual's wellness needs. With an array of therapeutic, fitness and lifestyle treatment options, our goal is to promote healthy living in a private and comfortable environment. At CPW, we are committed to making a difference! -
Foundation Board MemberWest Island College Montreal Jan 2018 - PresentDollard-Des-Ormeaux, Quebec, Ca -
Senior Investment AdvisorNational Bank Financial Nov 2011 - Sep 2013Montréal, Québec, CaWe provide wealth management services to business owners, executives, high net worth individuals and their families. Our consultative process coordinates the efforts of various industry professionals, allowing our clients to benefit from the expertise drawn from different specialists. -
Senior Investment AdvisorWellington West Sep 2009 - Nov 2011Winnipeg, Manitoba, CaWe provide wealth management services to business owners, executives, high net worth individuals and their families. Our consultative process coordinates the efforts of various industry professionals, allowing our clients to benefit from the expertise drawn from different specialists. -
OwnerPhysiosport Cappadocia Jan 2008 - Feb 2011Co-founder of PhysioSport Cappadocia, a physiotherapy clinic focused on providing high quality physiotherapy and multidisciplinary services through the use of top of the line hands-on treatment techniques, exercise regimens and education to all individuals who suffer from physical ailments of various origins (sports related, over-use, etc.). -
Investment AdvisorLaurentian Bank Securities Nov 2005 - Nov 2009Montréal, Québec, CaManage cross-selling pilot project, ensuring production of revenue levels and territory profitability. Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions. A key member in the development of brokerage services to new and existing high net-worth clientele. -
Investment Advisor/Business DevelopmentIforum Securities Oct 2001 - Oct 2005Client base built through network and seminar marketing. Ensured client retention by providing strategic investment recommendations based on the thorough evaluation of fixed income and equity investments. Mandate to develop cross-selling network in order to integrate financial planning and insurance brokerage departments. Achieved 120% of business development goal set at $10 million in assets for cross-selling mandate. A key member in the initial due diligence process of corporate finance mandates. Helped raise over $15 million for corporate finance projects through public issues or private placements.
Marco Zaino, Mba Skills
Marco Zaino, Mba Education Details
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Queen'S UniversityStrategy -
Canadian Securities InstituteWealth Management
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Cfa InstituteFinance
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Canadian Securities InstitutePortfolio Management
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Concordia UniversityFinance
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West Island College
Frequently Asked Questions about Marco Zaino, Mba
What company does Marco Zaino, Mba work for?
Marco Zaino, Mba works for Highgate Group Inc.
What is Marco Zaino, Mba's role at the current company?
Marco Zaino, Mba's current role is CEO | Going Beyond Investments To Build Family Legacy.
What is Marco Zaino, Mba's email address?
Marco Zaino, Mba's email address is mz****@****ers.com
What is Marco Zaino, Mba's direct phone number?
Marco Zaino, Mba's direct phone number is +151468*****
What schools did Marco Zaino, Mba attend?
Marco Zaino, Mba attended Queen's University, Canadian Securities Institute, Cfa Institute, Canadian Securities Institute, Concordia University, West Island College.
What skills is Marco Zaino, Mba known for?
Marco Zaino, Mba has skills like Wealth Management, Investments, Strategic Financial Planning, Insurance, Succession Planning.
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