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Learn The Difference - Putting Clients First



Navigating The Labyrinth

Marco provides a holistic, wealth management practice that guides clients through the complexities of today’s financial markets.  Services include financial planning, investment management, insurance, taxation, estate and estate planning.

Marco started his wealth advisory practice on the premise that too many industry participants exist to enrich themselves at the expense of the client. Instead, he breaks from conventional industry practices and squarely focus on what matters most; the client. He places stewardship at the heart of our business.

The goal is simple: to help you improve the quality of your life. This means more than simply recommending an investment. Rather, he establishes long term partnerships with his clients to guide them through their entire financial journey. He encourages clients to envision the life they want and then actively work toward making that life a reality.

Also, at the request of his clients, Marco is able to meet with their chosen professionals – bankers, lawyers and accountants, to ensure comprehensive financial solutions are provided.

What Makes Marco Different

With the goal of breaking from conventional industry practices and squarely focusing on what matters most; here is how Marco differentiates himself within the industry:

  • He is not forced to offer any proprietary funds with arbitrary sales targets or quotas
  • He does not hide his fees, everything is disclosed in a fully transparent manner
  • He limits the number of clients he manages to ensure a consistent high level of service
  • He is a full service advisor who establish life-long partnerships with his clients
  • He holds the CFA Charter and have experience managing money for high net worth investors
  • He endorses the CFA Institute’s Statement of Investor Rights
  • He does not gamble or “wing it”; he has a disciplined investment process and applies it consistently
MARCO P. GIL, CFA, CFP Photo

MARCO P. GIL, CFA, CFP

Portfolio Manager, Financial Planner
Manulife Wealth Inc.

Life Insurance Advisor
Manulife Wealth Insurance Services Inc.

Marco has over 25 years of industry experience working as a Financial Planner. 

In his role as Portfolio Manager and Financial Planner, Marco is responsible for designing and implementing tailored financial plans and investment strategies for clients. As part of a holistic approach and with the permission of his clients, he will work with other professional advisors such as accountants and lawyers to provide a holistic approach to wealth management.

Marco has been involved in the investment industry since 1996. He began his young career as a Financial Planner with Bank of Montreal.  He joined Altamira Financial in 2004 as a Private Wealth Consultant and would later join TD Waterhouse Private Investment Counsel in 2007 as an Associate Portfolio Manager.  In 2009, Marco was approached by BMO Harris Private Bank to return to where his career began as a Portfolio Manager and Investment Counsellor.

In 2013, having experienced much success throughout his career on behalf of his clients and employers, Marco pursued a new opportunity with Manulife Wealth Inc. where he conducts an independent financial advisory practice. Marco earned a Bachelor of Commerce degree from University of Toronto in 1996 specializing in Economics, Finance and Investments.  He is a Certified Financial Planner (CFP) and holds the Chartered Financial Analyst (CFA) designation.

In his free time, Marco enjoys biking, tennis, seafood cuisine, and the joy that comes with fatherhood through his two children, Alyssa and Julian.  However, none of this could have been possible without the love and support of his high school sweetheart, Amanda.