Roundell Wealth Management
Past-President | CIM, CFP, CLU Vice President & Portfolio Manager. RBC
Ottawa Estate Planning Council, Dominion Securities
Mark is the founder and leader of Roundell Wealth Management. With more than 30 years of experience in the financial services industry and designations spanning across investment management, financial planning and insurance services. Mark is an expert at navigating clients through a broad range of financial matters.
Mark is a discretionary investment manager; he earned this prestigious designation through a combination of academic achievement, industry accreditation, years a proven investment management experience and a commitment to continuing education.
Mark is Past President of the Ottawa Estate Planning Council. For more than two decades he has been a member of this organization that meets monthly to keep informed on estate planning concerns, opportunities and regulatory developments. More recently, when Jenna, Mark’s daughter joined the team, Mark became a member of the Ottawa Chapter of the Canadian Association of Family Enterprise (CAFE).
Mark recently completed a term on the board of the Royal Ottawa Foundation for Mental Health and remains on their Strategy and Governance Committee. Mark currently sits on the board of another important and interrelated organization – the Shepherds of Good Hope (SOGH) Foundation. He is looking forward to working on behalf of the foundation board to raise funds and awareness for the vital work that the SOGH does in our community. Mark also sits on the finance committee of St. Patrick’s Home of Ottawa.
Mark is married to Debbie, in the summer you can find them cycling on their tandem or at their cottage and in the winter on their skis in Gatineau Park.