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Mario
Mota

Financial Planner, Partner

+1 888 824 4351, Ext. 112

CFP, FMA, PFP, RIS

Mario began in the financial services industry in 2006 working within the region. In 2008 Mario moved to Toronto working in a private equity company which created mutual funds, private equity/debt investments, and hedge funds with the core of his role dedicated to working with portfolio managers and educating investment brokers/institutional investors on the inner workings of these investment structures. After 6 years of working in senior role within Toronto’s financial district as Vice President, he moved back home to Cambridge in 2014 with his growing family.

 

Mario obtained an Advanced Diploma Business Administration Financial Planning and achieved his first designation of a Financial Management Advisor (FMA®) in 2007. By 2012 he completed a Certification in Small Business Advisory. In 2017 Mario attained his second designation, Personal Financial Planner (PFP®), and has continued to expend on credentials in 2019 with the Certified Financial Planner (CFP®) designation. Most recently he added the Responsible Investment Specialist (RIS®) designation in 2020.

 

With over 14 years of experience, Mario can provide advice around investment strategies, tax planning, risk management, estate planning, and various complex financial situations.