Marco Zaino

Marco Zaino, MBA, has a diverse and extensive work experience spanning over 20 years. Marco has held various roles in wealth management, investment advising, and entrepreneurship.

Most recently, Marco served as the CEO and Portfolio Manager at Highgate Group Inc. where they crafted and implemented bespoke wealth management solutions while maintaining high standards of professionalism and confidentiality.

Prior to that, Marco was the Vice President Portfolio Manager and Partner at Echelon Wealth Partners, where they provided discretionary investment management advice to business owners, affluent families, and young professionals.

Marco also founded and served as the President of Cappino Physiotherapy and Wellness Center, an innovative health center dedicated to promoting healthy living.

Additionally, Marco has held roles as a Foundation Board Member at West Island College Montreal, a Senior Investment Advisor at National Bank Financial and Wellington West, and an Investment Advisor at Laurentian Bank Securities and iForum Securities.

Throughout their career, Marco has demonstrated expertise in wealth management, strategic financial planning, and developing client relationships.

Marco Zaino, MBA, has a diverse education history that reflects their expertise in finance and wealth management. In 1992, they completed their secondary education at West Island College. Then, from 1998 to 2001, they attended Concordia University, where they obtained a Bachelor of Commerce (BCOMM) degree with a focus on finance.

Marco's educational journey continued as they pursued further qualifications in their field. Between 2006 and 2010, they enrolled in the CFA Institute, working towards becoming a certified Chartered Financial Analyst (CFA). During this period, they also attended Queen's University in 2009 and 2010, achieving a Master of Business Administration (MBA) with a specialization in strategy.

In 2008 and 2009, Marco completed the Certified Investment Manager (CIM) program at the Canadian Securities Institute, enhancing their skills in portfolio management. Additionally, in 2011, they participated in the Wealth Management program offered by the same institute, earning the prestigious title of Fellow of the Canadian Securities Institute (FCSI).

Further highlighting their commitment to professional development, Marco Zaino obtained the Fellow of CSI (FCSI®) certification from the Canadian Securities Institute in January 2012.

Through their extensive education and certifications, Marco Zaino has built an impressive foundation of knowledge in finance, wealth management, and portfolio management, solidifying their expertise in these areas.