About Us
Sights on the Horizon
Tower is a boutique investment management firm serving higher-net-worth clients in Alberta, Manitoba, and Ontario. We work closely with those who entrust us with their resources, developing their portfolios to diversify their revenue streams while blending their values with their goals.
Wealth building is a long game. Our objective is to structure your portfolio, taking into account your unique circumstances and requirements, to provide stability and healthy returns. As markets and investments rise and fall, we want to ride the ebb and flow successfully with you. It’s a long voyage, and we’re excited to guide you through it as we proceed together.
A Brief History
Since 2002, Tower has offered long-term investment strategies designed to strengthen and develop our clients’ capital. Throughout this time, we’ve taken our own advice to heart by investing alongside our clients, paying the same fees and using the same techniques and strategies. Our success is directly linked to your portfolio’s performance.
When you partner with Tower, you gain direct access to Mark Maxwell and Tarek Williams, two experienced CFA® charterholders focused on helping you and your family prosper. Our long-term growth strategies are designed to expand your reserves while guiding you to shore. The best reference we have is the performance of your portfolio.
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MARK L. MAXWELL, MBA, CFA® President & Portfolio ManagerA 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. From there, he went on to further training specific to the investment industry, earning the CFA® charter in 1991.
Mark’s broad finance industry experience included research analysis and investment banking before he moved to institutional investment management, 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.
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TAREK S. WILLIAMS, MBA, CFA® Associate Portfolio Manager
Tarek is fortunate to call the beautiful Turks and Caicos Islands home. He enjoyed living the island life for 11 years before moving with his family to Calgary, Alberta in 1999. It took some time to adjust, but Tarek got used to the cold, Canadian winters and grew to love Alberta.
Tarek completed his BA at Prairie College in Three Hills, Alberta before attaining his MBA at Trinity Western University in Langley, BC, in 2013. In 2018, Tarek earned the CFA® charter and has used this certification to serve a wide range of clients ever since.
With several years’ experience in commercial finance, Tarek brings with him knowledge and skill, as well as an innate ability to decipher and understand what makes a company tick.
Ready to invest in your future?
Talk to us about building a portfolio that sets your course for success.
