Mark Tinnerman

Portfolio Manager @Bmo Nesbitt Burns

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 1986 — Present

Portfolio Manager @Bmo Nesbitt Burns

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As the founding partner of Tinnerman Wealth Group and Senior Vice-President of BMO Nesbitt Burns, I am a Portfolio Manager and have been an Investment Advisor with BMO Nesbitt Burns and its predecessor firm, Burns Fry Limited, since 1986. I have experienced first hand the advantages of proper generational planning, as well as the pitfalls of poor planning. Therefore I made it my professional mission to provide our clients with solutions that will protect and grow their wealth so they can follow their dreams and, as our Tagline says,\"Do what you love.\"

EDUCATION

1983

Western University

Bachelor of Arts (B.A.), Economics and Finance

2003 — 2003

Ivey Business School at Western University

Leadership Program

2001 — 2001

The Wharton School

Financial Industry Leadership

2001

Financial Planners Standards Council

CFP, Certified Financial Planner

2014 — 2014

Ivey Business School at Western University

Ben Graham Centre for Value Investing

2006 — 2006

MIT Sloan School of Management

Executive Leadership Program

2014

The Heritage Institute

Heritage Design Professional

SKILLS

Portfolio ManagementEstate PlanningStrategic Financial PlanningInvestmentsRetirement Planning

ABOUT MARK TINNERMAN

The mission of Tinnerman Wealth Group is to secure and grow the wealth of our clients and their families with customized financial solutions.We manage concentrated portfolios using a proven investment philosophy based on the principles of Warren Buffett and Berkshire Hathaway. This approach will maximize long term performance, improve after tax returns, and keep fees to a minimum.Specialties: discretionary portfolio management, retirement planning, insurance, tax & estate planning, trusts and asset protection, credit strategies including mortgages, IPO\'s, etc.For disclaimer details, please click here:

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Mark Tinnerman — Portfolio Manager at Bmo Nesbitt Burns in Toronto, ON, CA | Unifers