Mark Taucar To Spearhead Newest Discretionary Portfolio Management Offering
New Team Leader And New Offerings On The Horizon
It is with great pleasure that we welcome Mark Taucar to the Accilent Capital Management Inc. team.
As the newest VP and Portfolio Manager at Accilent, Mark will be spearheading and managing our new upcoming discretionary portfolio management service.
This new offering will allow clients, DRs, Independent Referral Agents, MGAs, Mutual Fund Dealers, IIROC Dealers and other Portfolio Managers and Associate Portfolio Managers to experience our new focus — delivering our proven private placement expertise in combination with Mark’s proven expertise in traditional public markets portfolio management. All of these initiatives will be on the back of financial technology that enhances efficiency and scalability, speeds compliance and generates greater client satisfaction.
Now, in conjunction with our current position as an Exempt Market Dealer, Investment Funds Manager and Portfolio Manager — and with Mark joining our team— we will be able that much closer to custom fitting portfolios to investors’ goals and lives.
Mark develops investment referral platforms and product solutions for Exempt Market Dealers, Mutual Fund Reps, Independent Financial Planners, Insurance Agents and IIROC registrants. Mark has built and supported the growth of both the Cumberland Advisor Solutions referral platform (for Cumberland Private Wealth Management Inc.) and Croft Solutions platform (for R. N. Croft Financial Group Inc.).
While at R.N. Croft Financial Group Inc., he managed overall investment strategy, working with institutional and individual investors. He managed both the Active Management Canadian Conservative Equity and Active Management Income Pools. His Canadian Conservative Strategy was ranked a top decile performer over the periods 05/30/2008 to 06/30/2013 (based on research done by Paterson and Associates), with exceptional risk-reward metrics.
Welcome aboard, Mark!