Mark McGrath
Financial Planner Investment Advisor at Pwl Capital Inc
Based in Squamish, Canada
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Seniority
Staff
Department
Other
Location
Squamish
Industry
Investment Management
Company size
113
Contact information
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m•••••••@pwlcapital.com
Phone
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Background
About Mark McGrath
I've helped over 500 physicians and their families gain clarity, confidence, and comfort with their finances. Here's what they have to say:"I am thrilled for the opportunity to write this review for Mark McGrath. I have been a client of Mark's since 2015. Mark is one of the most thorough, competent, caring, professional, kind, and dedicated advisors I have known. Not only is he deeply knowledgeable, but he listens well and serves his clients adeptly by providing balanced, helpful, astute, up-to-date, and thoughtful advice tailored to their specific needs. He honestly cares about his clients, and he goes above and beyond the call of duty. Mark has never failed to put my best interests first: he is trustworthy, patient, intelligent, and he has great integrity and transparency. He has given me sound and wonderful advice; he has also followed up to empower and assist me in acting on it. I would not hesitate for a single second in recommending Mark without reservation. I sincerely believe he is a top advisor in his field, and I am truly fortunate to have benefited from his expertise."- Dr. Fahreen Dossa, MD CCFP FCFP DTM & H, Vancouver, BC "Sincere thanks for being our brilliant financial navigator!"- Dr. Alison Laswick, MD, FRCPC, Consultant Pediatrician & - Dr. Bruce Bjornson MD, FRCPC, Pediatric Neurologist."We've worked with several different financial advisors in the past two decades but are extremely happy to be with Mark McGrath for the long term future. When we started with Mark, he did a comprehensive review of our finances and our future goals, then helped us structure our portfolio to meet those goals. He is fully transparent and explains complex topics in a relatable way that allows us to make informed financial decisions. Mark has helped us set ourselves up to buy the home of our dreams in a financially responsible way without stress about the future. And to top it all off, Mark is a wonderfully pleasant person to interact with. We can't recommend Mark highly enough."- Drs. T&K Smith, Vancouver, BC "I have been working with Mark McGrath for many years to build my retirement portfolio. Mark is professional, personable, very knowledgeable, and reliable. I would not be nearly as well positioned for retirement had I not had the benefit of his expertise. He answers any questions I have completely, promptly, and in language that I understand, as I am not a financial services professional. I have met very few people in my life that I would recommend without reservation. Mark is one of them."- Brant Forseng, Burnaby, BC
Decision-makers
Other people at Pwl Capital Inc
- JMStaff
Julia MacKinnon
Wealth Management Analyst · Finance & Accounting
- QNDirector
Quynh Nhu Vu
Director of Finance · Finance & Accounting
- PCC-Team
Philippe Casarotto
Chief Operating Officer · General Business & Management
- NRManager
Nicholas R. Donovan
Wealth Advisor · Finance & Accounting
- MMStaff
Margret Martinez
Senior Operations & Project Analyst · Other
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