Mark Pinto is a senior wealth management leader with progressive executive experience acquired while building Assante Wealth Management and HollisWealth. Prior to that, he was a Financial Advisor in New York for eight years before moving to Canada.
Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. He was with Assante right through the $846 million sale to CI and stayed on as the COO of ITC Capital until 2010.
He understands the advisory side of the business which is why Scotia hired him in 2010 to work with HollisWealth’s top 60 Advisory teams. Mark implemented “The 6 Pillars of an advisory practice” as well as spearheaded the integration of PriceMetrix and Financial DNA into HollisWealth.
As an integral part of the firm’s executive management team, Mark is instrumental in driving thought leadership, strategy, structure and process, that translates into an excellent Advisor and Client experience.
Millennials load up on savings to live comfortably in retirement
Circumstances are incredibly different now than they were 30 years ago which has given this generation the ability to save far earlier and at a rate that supersedes those in the boomer era. Because of this, millennial retirement comes with a contrastingly different meaning.