As a high net worth tax specialist, Marco assists Cogan Financial Capital clients with business succession and estate planning, and corporate tax minimization. After graduating from the Schulich School of Business in 1992, Marco obtained his Chartered Accountant designation in 1995. Shortly thereafter Marco completed the Canadian Institute of Chartered Accountants In‐Depth Tax Program. Following his nineteen years as a public accountant with Deloitte, Marco has been a Tax & Estate Planning Consultant with Great‐West Life in Toronto since May of 2012. As an experienced tax consultant with a demonstrated history, Marco’s focus is on helping families grow and preserve their wealth.