Marc Boterman, CFP
As Rockwood Financial’s principal, Marc provides Wealth Management Services, in addition to heading our Tax Return Preparation service with assistance from David Emmerson.
- In 1994, Marc moved to the Investment world after 10 years of Accounting experience.
- In 2000, he obtained his Certified Financial Planner designation.
- In 2001, he added Insurance.
- In 2015, Marc obtained ownership of Rockwood Financial.
A native of Kitchener-Waterloo, Marc lives with his wife and two children in the family home in which he and his 12 siblings grew up. An avid outdoorsman, he enjoys mountain biking and hockey.