RBC Wealth Management
Mark Chan, CPA, CA, CFP, currently serves as Vice President of High Net Worth Planning Services at RBC Wealth Management, a position held since June 2023. Prior roles include Vice President of Wealth Planning at Gluskin Sheff + Associates Inc. and Financial Planning Specialist at RBC Wealth Management. Mark's experience in tax services is highlighted by positions such as Manager at PwC Canada and Collins Barrow, as well as a Tax Manager at BDO Canada LLP. Mark has also contributed to the profession as a Final Assessment Marker for FP Canada's Professional Education Program and as a Group Study Leader for CPA Canada's In-Depth Tax Course. Educational credentials include a Master of Taxation from the University of Denver - Sturm College of Law and a Master of Accounting from the University of Waterloo, along with a Bachelor of Mathematics in Mathematics/Accounting from the same institution.
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RBC Wealth Management
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We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media