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Mario Mota

Financial Planner
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Mario began in the financial services industry in 2006, working part time in Cambridge within a bank, prior to his graduation. 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. As a believer in continuing education, Mario completed the following certifications/designations over the years: 2012 Certification in Small Business Advisory. 2017 Personal Financial Planner Designation (PFP®). 2019 Certified Financial Planner (CFP®) Designation (CFP®). 2020 Responsible Investment Specialist (RIS®) designation. In early 2023 Mario added Certified Executor Advisor Designation (CEA®) and by the end 2023 he added the Chartered Investment Manager (CIM®) designation & became a Fellow of CSI (FCSI®).

In addition to group benefit and pension clients, Mario assists individuals and families in understanding the complexities of personal finance by providing one-on-one financial advice around investments, tax planning, risk management, estate planning by creating comprehensive financial plans.

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