Mark Rotstein is a family man and a professional living in the Toronto area. He is the founder of Equilibrium Partners, Inc. Together with his wife, Melanie, he remains active in the Toronto community – in particular he is involved in his three children’s schools and their co-curricular pursuits.
Equilibrium Partners, Inc. is his most recent endeavour. Rotstein established the firm in order to provide personal service and build long, trusting relationships with the individuals and families he serves. He brings more than 20 years of experience to the table – most of which was spent working with high net worth families and individuals. His outstanding work ethic and commitment to open communication has made him invaluable to the families he serves as a trusted advisor.
The goal of Equilibrium Partners Inc. is always about building long-term relationships with families. The group accomplishes this by offering transparent and completely objective. They aren’t selling products. They don’t earn commissions. So they can make suggestions and recommendations based on what is best for their clients rather than what is best for the organisation.
Mark Rotstein is committed to avoiding formulaic approaches. He would rather focus on individual needs instead. That is why it’s so important to build those strong relationships. He works with the current advisors of clients so in an effort to promote even greater success. Confidentiality is another tenet of Equilibrium Partners Inc. and one Mark Rotstein holds dearly.
Before forming EQ Partners Inc., Mark was responsible for leading a team who managed more than $500 million in private assets for clients. The team focused on all areas of finance for their clients and Rotstein quickly developed a reputation for acting as a sort of “family quarterback” by playing different roles for different families – a type of financial concierge who was adaptable to the specific needs and circumstances of the families involved.
Mark Rotstein earned his Bachelor of Applied Science with Honours from the University of Toronto. He later earned a Master of Business Administration from Schulich School of Business at York University.
Professionally, Mark has excelled in many ways including belonging to the Institute of Family Enterprise Advisors. Rotstein is also affiliated with the Family Firm Institute, Family Office Professional, and Family Office Review. He has the following certifications:
- Canadian Securities Course
- Certified Financial Planner
- Life Insurance License (Levels One and Two)
Mark believes that building vital relationships with his clients is what sets him apart from so many others in the industry. It also helps the individuals and families he is working with him to have peace of mind that he is taking care of their specific, unique, and individual needs. This offers a great degree of personal comfort that their financial needs are being met. Mark takes great pride in offering the kind of personal attention that allows this degree of mutual trust and respect from his clients.
The big question to ask today is how Mark can help your family grow and manage your assets for unparalleled effectiveness and growth.