Practice: The Mahrt Investment Group
Firm: Wellington-Altus Private Wealth
Location: Victoria, BC
A 35-year industry veteran, Roderick Mahrt returns to the Top 50 Advisors list in 2021 thanks to steady all-round growth over the past year. Mahrt, who spent time early in his career as an executive assistant to a BC cabinet minister, says that was where he first developed an interest in wealth management.
“I was shown my first investment prospectus and was instantly fascinated,” he says. “I knew that I wanted to shift away from the political arena and move into the investment industry. It was one of the most significant and best career decisions of my life. What has motivated me to stay in the industry is the great relationships I have developed with our clients and the people I work with.”
Those relationships are a considerable source of pride for Mahrt, given that most of his clients followed him when he moved to Wellington-Altus in 2018. “I was profoundly grateful that over 95% of our clients transitioned with us,” he says. “My proudest professional moments come when I take clients through thresholds of unrealized gains where they can see the outcome of our process and strategy with their own eyes. Seeing clients use these gains to fund their long-term goals is what fulfills me in this industry.”