Investment and Risk Management
Haworth Partners Inc. is a Canadian corporation established in 2002, is licensed with the Financial Securities Commission of Ontario and provides financial advisory services to private corporations and individuals.
All investment products are transacted through M Partners Inc., an IIROC regulated invested dealer.
Our main focus is to provide our clients with guidance on how to increase their returns through better portfolio diversification and lowered investment fee costs.
We build strategies that allow for long-term growth of your capital which generates cash flow to be reinvested.
We review our clients’ assets and liabilities and look for solutions which will minimize tax expenses and mitigate risk.
Marc Bouchard CIM FCSI
Investment and Financial Securities Advisor
Marc has held numerous positions in the financial services industry dating back to 1980. He has held senior positions with Shearson American Express and BCE before establishing his own IIROC brokerage firm. He is a graduate of McGill University, a Certified Investment Manager and a Fellow of the Canadian Securities Institute
Manish Grigo MBA CFA
Manish has over 15 years of experience in the Canadian investment marketplace, including 10 years as a Bay Street research analyst. He provides research and analysis on investment opportunities and market direction. Manish is a Certified Financial Analyst and received his MBA from Cardiff University.
Customer Service Representative
Jason has worked in the securities industry for the past 4 years. He provides support for all client requests and is the company administrator for corporate matters. Jason graduated from George Brown College in 2013.
Kerrie Lynn Hartt
Kerrie Lynn has an extensive background in modern IS/IT infrastructure. She is our marketing expert and is broadening the reach of our service offerings through social media applications. Kerrie Lynn has a BA in Psychology from Bishops University.