Mark Pearlstein MBA, FCSI, CIWM

Senior Portfolio Manager and Wealth Advisor

Mark has been an Investment Advisor with RBC Dominion Securities since 1990. After completing his MBA in 1985, he went on to a career in financial services with one of Canada’s major banks.

Mark is registered with IIROC as a Portfolio Manager, a designation that enables him to manage portfolios on a discretionary basis.

Mark is a Certified International Wealth Manager (CIWM) with the Canadian Securities Institute, providing an additional source of wealth management expertise in planning and implementing comprehensive financial strategies for clients.

He prides himself on being the filter between his clients and the complexities of the financial world, providing clear information and expert advice that serves their financial well-being.

Mark Perlstein can be reached by email at


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It may be time to evaluate whether your valuation is still an accurate representation of your business.

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We can work with you to update your valuation and determine the next steps to achieve your exit planning goals

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We can work with you to update your valuation and determine the next steps to achieve your exit planning goals.

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