MAHRT INVESTMENT GROUP - Key Persons
Job Titles:
- Investment Advisor
- Portfolio Manager
Alex is a Portfolio Manager who co-leads the Mahrt Investment Group alongside his business partner, Rod. He works closely with professionals, entrepreneurs, and business owners to deliver customized investment portfolios tailored to their unique considerations and requirements.
Within the team, Alex oversees the management of all investment strategies. He focuses specifically on analyzing individual investments for inclusion within client portfolios. Additionally, he assesses how each "piece" fits together to construct portfolios that grow capital while managing risk. He collaborates closely with clients and their professional teams to create an investment and wealth management strategy that accomplishes their goals.
With an institutional background, Alex specializes in asset allocation. He employs mean-variance optimization to help construct client portfolios, aligning them with risk tolerance and client goals. Committed to achieving superior long-term, risk-adjusted, after-tax returns, Alex's focus is maximizing the client's financial gain per unit of risk.
Alex is an alumnus of the Rotman School of Commerce at the University of Toronto, where he graduated with Honours, specializing in Finance & Economics. He also holds the prestigious Chartered Financial Analyst designation, widely recognized as the gold standard in the investment industry.
Cailie leads the Wealth Planning services at Mahrt Investment Group, providing strategic guidance to high-net-worth families, business owners, and professionals to help them achieve their financial goals. She tailors her approach to each client's unique goals and circumstances, collaborating closely with them and their professional advisors to navigate financial plans, tax and retirement planning, and family and business succession planning.
At Mahrt Investment Group, Cailie's work on clients' financial plans forms the foundation of the team's investment framework. She plays a pivotal role in defining goals-based inputs and assessing risk tolerance levels, which are essential elements that shape asset allocation decisions and drive customized investment strategies.
Before joining Mahrt Investment Group, Cailie gained global experience, spending five years in the Middle East working for a leading provider of financial markets data and infrastructure. This experience enriched her understanding of global financial markets and trends.
Cailie is an alumnus of the University of Toronto, where she graduated with Honours, specializing in Philosophy. She holds distinguished designations including the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER®, demonstrating her commitment to upholding the highest standards in the ever-evolving fields of financial planning and investment management.
Job Titles:
- Registered Investment Representative
- Senior Investment Associate
Janice is a registered Investment Representative with a financial services career that extends over four decades. Leveraging her extensive experience, Janice seamlessly delivers exceptional service to our clients, expertly handling tasks such as trade order execution, account opening, inquiry resolution, and meeting scheduling.
As a valuable member of the Mahrt Investment Group, Janice brings a proactive mindset and thrives on the challenges inherent to her role. In addition to her administrative responsibilities, she assumes a pivotal role in overseeing the smooth organization of our office operations and enhancing the overall client experience.
Her dedication to optimizing office processes enables our team to focus wholeheartedly on delivering personalized investment solutions and attentive service to our clients.
Job Titles:
- Senior Investment Associate
Kim began her career in the financial services industry as a wire operator at the Victoria Branch of a national brokerage firm in 1985. Over the past three decades, Kim's experience has included duties such as a Branch Administrator, Associate Investment Advisor, Senior Administrative Associate, and Chairperson of the Administrative Support Committee for a national brokerage firm. Kim's range of experience, along with her extensive skill and expertise with administrative issues, provides an excellent background for her position with The Mahrt Investment Group.
Within the team, her primary responsibility is addressing questions regarding the administration of client accounts. Kim also acts as a liaison between client accountants and the team. Kim is a registered Investment Representative who handles equity and investment fund trades. Kim has been a key component of the team for over 20 years.
Rod is a highly experienced Senior Portfolio Manager and co-leads the Mahrt Investment Group alongside his business partner, Alex. With over four decades of investment experience, Rod has served high-net-worth families, business owners, physicians, and professionals. Embracing fiduciary responsibilities, Rod crafts investment portfolios that adapt to shifting political and economic landscapes. Having navigated over 17 market corrections, Rod's investment philosophy focuses on acquiring high-quality businesses at a good price and holding for the long-term.
Rod takes pride in building long-term relationships with clients and has had the privilege of working with multiple generations of families. His deep understanding of client needs, and family dynamics enables him to provide tailored solutions that go beyond conventional investment advice. Recognizing the need for a comprehensive approach, Rod believes in the concept of a "Family Office" that considers clients' entire financial and family landscapes. He has been acknowledged as one of Canada's top Wealth Advisors by the Globe and Mail (2021) and Best in B.C. (2022).
Rod holds a degree in Political Science and Economics from the University of Victoria and is a Fellow of the Canadian Securities Institute. He has served on the boards of various organizations, including the Victoria Symphony, Greater Victoria Chamber of Commerce, National Advisory Board at CIBC Wood Gundy, and the Investment Committee of St. Michael's University School.
Job Titles:
- Associate
- Investment Advisor
Zach is a valuable member of the Mahrt Investment Group, serving as an Associate Investment Advisor. With a strong focus on trading and executing transactions within client portfolios, Zach plays a crucial role in ensuring efficient and effective portfolio management.
Beyond his trading expertise, Zach actively contributes to investment research and strategy development. His input and insights aid in the creation of well-informed investment approaches that align with clients' financial goals. With a comprehensive understanding of trading, investment research, and strategy development, Zach is committed to delivering positive outcomes and helping clients achieve their desired results.
Zach holds a Bachelor of Science degree in mathematical economics and finance from the University of Victoria. He is actively pursuing the CFA Level 3 certification, underscoring his commitment to continuous professional development. As a registered representative and options trader, Zach brings a well-rounded skill set to his role, providing clients with comprehensive financial guidance.