About Us

A Brief History

Tower was founded in 2002 with the goal of providing independent discretionary portfolio management for friends and family.

We work with high net worth individuals, institutions and financial advisors to provide individualized investment portfolios designed to achieve the long & short term goals investment of our clients.

The Tower Difference

Independence: As an independent asset management firm Tower is not bound to any fund company or product provider. We simply offer our clients our service, without being bound by corporate allegiances or captive products.

Direct access: Tower’s clients have direct access to the portfolio managers making the asset allocation and investment decisions in their accounts. As a boutique investment management firm we pride ourselves on being available to our clients when they need us.

Mark Maxwell, MBA, CFA President & Portfolio Manager
A dual US/Canadian citizen, born to missionary parents in Nigeria, West Africa, Mark earned a BA at Trinity Western University in Langley, B.C. in 1981 and an MBA in Finance at Baylor University in Waco, Texas in 1984. Mark went on to further training specific to the investment industry by completing the CFA in 1991. His broad investment industry experience has included being a research analyst on the investment banking side before moving to the institutional investment management side where he worked in portfolio management.

The experience of building companies and membership on various boards has given Mark broad exposure to management and organizational governance, especially in investment management.
Tarek Williams, MBA, CFA Associate Portfolio Manager
Tarek is fortunate to call the beautiful Turks and Caicos Islands home. There, he enjoyed living the island life for 11 years until he moved to Calgary, Alberta in 1999. Although it took some adjusting, Tarek got used to the cold, Canadian winters and grew to love Calgary as a city.

Tarek completed his BA at Prairie College in Three Hills, Alberta in 2011. He then went on to attain his MBA at Trinity Western University in Langley BC in 2013. Most recently, Tarek earned the CFA Charter, having completed all of the requirements in September 2018. With several years’ experience in commercial finance, Tarek brings with him knowledge and skill, as well an ability to decipher and understand what makes a company “tick”.

Let’s Get Started

Talk to us about your investment portfolio today!

Let’s Get Started

Talk to us about your investment portfolio today!