Find an advisor / Marco Angelo Goco

Marco is a licensed Portfolio Manager and holds the Chartered Investment Manager (CIM®) designation, recognized by Canadian securities regulators as the industry standard for discretionary portfolio management. He manages discretionary portfolios for foundations, family offices, retirees, and business owners, combining public market investments with private alternative opportunities, including real estate, infrastructure, private equity, and liquid alternatives. His investment approach is rooted in pension-style portfolio construction and informed by practical experience in infrastructure investing and Asia-Pacific capital markets.

He also holds the Personal Financial Planner (PFP®) designation, an ISO 17024-accredited credential widely recognized by Canada’s leading financial institutions. Clients look to Marco for integrated wealth planning that balances investment management with tax efficiency, retirement readiness, and multi-generational wealth preservation. For business owners, this often includes collaborating with accountants and legal professionals on buy-sell agreements, corporate retirement plans, succession strategies, and corporate structure planning.

Marco’s education includes studies through the Canadian Securities Institute, Athabasca University, the British Columbia Institute of Technology (BCIT), and Harvard Business School. In 2015, he relocated to Asia to participate in transactions involving utility-scale renewable energy and infrastructure assets across the Asia-Pacific region. Upon returning to Canada in 2019, he joined Harbourfront Wealth, a Canadian pioneer in private alternative investment funds. The combination of formal education, international capital markets experience, and real-world transaction exposure provide a broad perspective that helps clients navigate complex financial and business decisions with confidence.