Marco has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services in Toronto since May of 2012. After obtaining his Bachelor of Business Administration from York University in 1992, he obtained his Chartered Accountant designation in 1995. Shortly thereafter Marco completed the Canadian Institute of Chartered Accountants In-depth Tax Program.
Prior to joining Private Wealth & Estate Services, Marco had spent nineteen years as a public accountant with a big four accounting firm in Toronto. His primary area of focus was tax where he provided tax consultation services to small/medium sized private corporations and their shareholders. Marco assisted such clients with business succession planning, estate planning, corporate tax minimization and personal tax minimization.
Marco is a member of the Canadian Institute of Chartered Accountants and the Canadian Tax Foundation.