Mark McGrath

Financial Planner, Associate Portfolio Manager-CFP®, CIM®

Mark McGrath

Financial Planner, Associate Portfolio Manager-CFP®, CIM®

Biography

Mark McGrath is now semi-retired, but was most recently a Financial Planner and Associate Portfolio Manager with PWL Capital.

He was a co-host of the Rational Reminder podcast, is a regular contributor to various national publications, co-author of the new book “Wealthier: The Investment Field Guide for Canadian Millennials” with NYT Bestselling Author Dan Solin, and a contributing author to FP Canada Institute’s Technical Education program, a prerequisite for students pursuing the CFP designation.

When he’s not immersed in the world of personal finance, Mark enjoys spending time with his family, playing guitar, and indulging in his love for reading and gaming.

REGISTER NOW FOR 2026

24TH ANNUAL IAFP SYMPOSIUM
September 23 – September 26, 2026

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