{"id":3817,"date":"2026-04-10T20:19:53","date_gmt":"2026-04-10T20:19:53","guid":{"rendered":"https:\/\/marathonprivatewealth.ca\/dir\/?page_id=3817"},"modified":"2026-10-15T00:16:57","modified_gmt":"2026-10-15T00:16:57","slug":"invest","status":"publish","type":"page","link":"https:\/\/marathonprivatewealth.ca\/dir\/invest\/","title":{"rendered":"Invest"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"3817\" class=\"elementor elementor-3817\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-58e03f85 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"58e03f85\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element 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\/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2c20d667\" data-id=\"2c20d667\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-2bb8d9b8 elementor-section-full_width elementor-reverse-tablet elementor-reverse-mobile elementor-section-height-default elementor-section-height-default\" data-id=\"2bb8d9b8\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-7a87f51b\" data-id=\"7a87f51b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-46d5c621 mgmnav-menu-align-center elementor-widget elementor-widget-mgnav_menu_widget\" data-id=\"46d5c621\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mgnav_menu_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div class=\"mgnav-menu no-load mgnav-menu-one mgnav-menu-wpnav hide-topline hide-bottomline\">\r\n                            <div class=\"mgnav-menu-head\">\r\n                                            <h3 class=\"mgnav-menu-title\">\r\n                            Menu                        <\/h3>\r\n                                            <button class=\"mgnav-menu-toggle\" aria-label=\"Toggle navigation\" aria-expanded=\"false\">\r\n                            <span class=\"mgmnav-open\"><i aria-hidden=\"true\" class=\"fas 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menu-depth-1\">\n\t<li id=\"nav-menu-item-5437\" class=\"sub-menu-item  menu-item-odd menu-item-depth-1 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/dlr\/\" class=\"menu-link sub-menu-link\"><span class=\"mgnav-menu-text\">Dealers<\/span><\/a><\/li>\n\t<li id=\"nav-menu-item-4501\" class=\"sub-menu-item  menu-item-odd menu-item-depth-1 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/est\/\" class=\"menu-link sub-menu-link\"><span class=\"mgnav-menu-text\">Established Families<\/span><\/a><\/li>\n\t<li id=\"nav-menu-item-4499\" class=\"sub-menu-item  menu-item-odd menu-item-depth-1 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/clients\/\" class=\"menu-link sub-menu-link\"><span class=\"mgnav-menu-text\">Clients<\/span><\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"nav-menu-item-4208\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/services\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">What We Do<\/span><\/a><\/li>\n<li id=\"nav-menu-item-4125\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/invest\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">Invest<\/span><\/a><\/li>\n<li id=\"nav-menu-item-4293\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/tom\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">Meet Tom<\/span><\/a><\/li>\n<\/ul>        <\/div>\r\n    \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-499d1967 e-con-full e-flex e-con e-parent\" data-id=\"499d1967\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ab4a6f5 elementor-widget elementor-widget-flex-hero\" data-id=\"1ab4a6f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;image_shape&quot;:&quot;rounded&quot;,&quot;box_shape&quot;:&quot;rounded&quot;,&quot;layout_preset&quot;:&quot;showcase&quot;,&quot;layout_column_structure&quot;:&quot;50-50&quot;,&quot;layout_image_position&quot;:&quot;end&quot;,&quot;primary_button_shape&quot;:&quot;default&quot;}\" data-widget_type=\"flex-hero.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"has-shape-rounded shape-type-box has-column-structure-50-50  ehp-flex-hero has-layout-preset-showcase has-image-stretch has-image-position-end\">\n\t\t\t\t\t\t<div class=\"ehp-flex-hero__overlay\"><\/div>\n\t\t\t<div class=\"ehp-flex-hero__content-container\">\n\t\t\t\t<p class=\"ehp-flex-hero__intro\">Investment Management<\/p><h2 class=\"ehp-flex-hero__heading\"><br>Clear Thinking.<br>Disciplined Oversight<\/h2><p class=\"ehp-flex-hero__subheading\"><h3 style=\"color: #ffffff\">Investing within the bigger picture<br><\/h3><p style=\"font-size:16px;color: white;margin-bottom 20\"><br>Your portfolio is managed as part of your broader financial life, so it supports what matters most over time.<p><p><\/p>\t\t\t<div class=\"ehp-flex-hero__ctas-container\">\n\t\t\t\t\t\t<a class=\"has-shape-default shape-type-button ehp-button ehp-button--primary ehp-flex-hero__button ehp-flex-hero__button--primary is-type-button has-border\" href=\"https:\/\/go.oncehub.com\/GettoknowUs\">\n\t\t\t\t\t<span class=\"ehp-button__text ehp-flex-hero__button-text ehp-flex-hero__button-text--primary\">\n\t\t\tStart with a Conversation\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"ehp-flex-hero__image-wrapper\">\n\t\t\t\t\t<div class=\"ehp-image ehp-flex-hero__image-container\">\n\t\t\t\t<img decoding=\"async\" class=\"ehp-image__img ehp-flex-hero__img has-shape-rounded shape-type-image\" src=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2026\/04\/Antique-compass-on-financial-papers-1.png\" title=\"Antique compass on financial papers (1)\" alt=\"Antique compass on financial papers (1)\" loading=\"lazy\" \/>\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f586700 e-flex e-con-boxed e-con e-parent\" data-id=\"f586700\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f355971 elementor-widget elementor-widget-spacer\" data-id=\"f355971\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b3b282b e-flex e-con-boxed e-con e-parent\" data-id=\"b3b282b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-43ee0a3 e-con-full e-flex e-con e-child\" data-id=\"43ee0a3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aa19131 elementor-widget elementor-widget-mghad_widget\" data-id=\"aa19131\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Investing<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Part of a Larger Strategy<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6754435 e-con-full e-flex e-con e-child\" data-id=\"6754435\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1853a79 elementor-widget elementor-widget-text-editor\" data-id=\"1853a79\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>At Marathon Private Wealth, investing is never viewed in isolation.<\/p><p>It supports major life decisions, family priorities, and long-term stewardship.<\/p><p>Markets matter. But they\u2019re only one part of a much bigger picture.<\/p><p>We consider how your portfolio connects with:<\/p><ul><li>Lifestyle and spending decisions<\/li><li>Tax planning<\/li><li>Estate and wealth transfer<\/li><li>Liquidity needs over time<\/li><\/ul><p>Our role is to keep investment decisions aligned with the structure and direction of your overall financial life. Coordinated, not fragmented.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-14495a4 e-flex e-con-boxed e-con e-parent\" data-id=\"14495a4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a1bdad9 elementor-widget elementor-widget-spacer\" data-id=\"a1bdad9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-eb037ae e-flex e-con-boxed e-con e-parent\" data-id=\"eb037ae\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-12a2d39 e-con-full e-flex e-con e-child\" data-id=\"12a2d39\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-30c9582 elementor-widget elementor-widget-mghad_widget\" data-id=\"30c9582\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Our Perspective<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Discipline<br>Structure<br>Long-Term Intent<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f6212f9 e-con-full e-flex e-con e-child\" data-id=\"f6212f9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f078be3 elementor-widget elementor-widget-text-editor\" data-id=\"f078be3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Investment outcomes are rarely driven by one \u201cright\u201d decision.<\/p><p>More often, they come from staying disciplined when markets test confidence.<\/p><p>We believe effective investment management should:<\/p><ul><li>Support long-term priorities, not short-term reactions<\/li><li>Reduce emotional decision-making<\/li><li>Provide clarity during uncertainty<\/li><li>Adjust as life changes<\/li><\/ul><p>When investing is grounded in structure, it creates stability, not stress.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-eee45e1 e-flex e-con-boxed e-con e-parent\" data-id=\"eee45e1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-37fa09b elementor-widget elementor-widget-spacer\" data-id=\"37fa09b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5e6b50c e-flex e-con-boxed e-con e-parent\" data-id=\"5e6b50c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f526cf4 e-con-full e-flex e-con e-child\" data-id=\"f526cf4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ac225d5 elementor-widget elementor-widget-mghad_widget\" data-id=\"ac225d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">How We Manage Investments<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Structured<br>Consistent<br>Deliberate<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6c34744 e-con-full e-flex e-con e-child\" data-id=\"6c34744\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f087250 elementor-widget elementor-widget-text-editor\" data-id=\"f087250\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We manage investments on a discretionary basis within an agreed framework.<\/p><p>That framework is shaped by your goals, values, liquidity needs, and the life you\u2019re building, not headlines or market noise.<\/p><p>Within it, we focus on:<\/p><ul><li>Portfolio structure aligned with your goals and values<\/li><li>Managing risk with intention<\/li><li>Maintaining appropriate diversification<\/li><li>Making adjustments as priorities evolve<\/li><\/ul><p>The goal is not constant change. It\u2019s consistent, thoughtful oversight.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8046bcf e-flex e-con-boxed e-con e-parent\" data-id=\"8046bcf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-83fcb76 elementor-widget elementor-widget-spacer\" data-id=\"83fcb76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-56e1bf1 e-flex e-con-boxed e-con e-parent\" data-id=\"56e1bf1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-92df999 e-con-full e-flex e-con e-child\" data-id=\"92df999\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d23b154 elementor-widget elementor-widget-mghad_widget\" data-id=\"d23b154\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Ongoing Oversight<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Clear thinking. <br>Ongoing guidance<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cb228b1 e-con-full e-flex e-con e-child\" data-id=\"cb228b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cd7e0e6 elementor-widget elementor-widget-text-editor\" data-id=\"cd7e0e6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Investment management is not something you set and forget.<\/p><p>We provide ongoing oversight:<\/p><ul><li>Monitoring portfolios within the agreed framework<\/li><li>Revisiting assumptions as priorities and circumstances evolve<\/li><li>Adjusting when needed \u2014 not reacting to short-term market noise<\/li><\/ul><p>You\u2019ll always know where things stand, and why.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d283c82 e-flex e-con-boxed e-con e-parent\" data-id=\"d283c82\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a5928d0 elementor-widget elementor-widget-spacer\" data-id=\"a5928d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6daa25d e-flex e-con-boxed e-con e-parent\" data-id=\"6daa25d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-752b64f e-con-full e-flex e-con e-child\" data-id=\"752b64f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d983c5 elementor-widget elementor-widget-mghad_widget\" data-id=\"8d983c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Built on a Strong Foundation<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Independent guidance.<br>Institutional support.<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-79cd46f e-con-full e-flex e-con e-child\" data-id=\"79cd46f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3e7f613 elementor-widget elementor-widget-text-editor\" data-id=\"3e7f613\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our investment oversight is supported through our partnership with <strong>Aligned Capital Partners<\/strong>, a division of <strong>CI Financial<\/strong>, one of Canada\u2019s largest independent asset management firms.<\/p><p>This provides access to institutional-level resources while maintaining independence and objectivity.<\/p><p>Client accounts are protected by the <a href=\"http:\/\/cipf.ca\"><strong>Canadian Investor Protection Fund (CIPF)<\/strong><\/a> and managed with care, transparency, and discipline.<\/p><p>Strong infrastructure supports the work, but sound judgment drives decisions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3c230dd e-flex e-con-boxed e-con e-parent\" data-id=\"3c230dd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f2d1e5e e-con-full e-flex e-con e-child\" data-id=\"f2d1e5e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-39e914a elementor-widget elementor-widget-image\" data-id=\"39e914a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"68\" src=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM-300x68.jpg\" class=\"attachment-medium size-medium wp-image-2691\" alt=\"\" srcset=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM-300x68.jpg 300w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM-1024x233.jpg 1024w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM-768x175.jpg 768w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM-1536x349.jpg 1536w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM-1600x365.jpg 1600w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/elementor\/thumbs\/MIM-qwacp2x9g4fnpxiuasak54xgrx085dob0hfuefcxmc.jpg 225w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/elementor\/thumbs\/MIM-qwacp2x8lfagugcl3dylcsg49e7eae0gbn917km42m.jpg 155w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MIM.jpg 1606w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d6d479b e-con-full e-flex e-con e-child\" data-id=\"d6d479b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ea8c946 elementor-widget elementor-widget-image\" data-id=\"ea8c946\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.alignedcapitalpartners.com\/\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"92\" src=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/aligned-logo-jpg-file-300x92.webp\" class=\"attachment-medium size-medium wp-image-2699\" alt=\"\" srcset=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/aligned-logo-jpg-file-300x92.webp 300w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/aligned-logo-jpg-file-1024x314.webp 1024w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/aligned-logo-jpg-file-768x236.webp 768w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/aligned-logo-jpg-file-1536x471.webp 1536w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/aligned-logo-jpg-file-scaled.webp 1920w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/elementor\/thumbs\/aligned-logo-jpg-file-scaled-r4srxm7ysd7kwd2txl0wpf22cvjfvhoj1bct3yildo.webp 125w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6f68011 e-con-full e-flex e-con e-child\" data-id=\"6f68011\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-af9ccbf elementor-widget elementor-widget-image\" data-id=\"af9ccbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.cifinancial.com\/\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"157\" src=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/CIF_Thumbnail-300x157.webp\" class=\"attachment-medium size-medium wp-image-2702\" alt=\"\" srcset=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/CIF_Thumbnail-300x157.webp 300w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/CIF_Thumbnail-1024x535.webp 1024w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/CIF_Thumbnail-768x401.webp 768w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/CIF_Thumbnail.webp 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-14b98d3 e-flex e-con-boxed e-con e-parent\" data-id=\"14b98d3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4b0816f elementor-widget elementor-widget-spacer\" data-id=\"4b0816f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-37c31898 e-flex e-con-boxed e-con e-parent\" data-id=\"37c31898\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-5e29478b e-con-full e-flex e-con e-child\" data-id=\"5e29478b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-223e1d36 elementor-widget elementor-widget-heading\" data-id=\"223e1d36\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Looking for a more structured<br>approach to investing<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-27b94caa elementor-widget elementor-widget-heading\" data-id=\"27b94caa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Start with a simple conversation<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af7d3b3 elementor-widget elementor-widget-spacer\" data-id=\"af7d3b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3635cc26 elementor-widget elementor-widget-text-editor\" data-id=\"3635cc26\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We\u2019ll walk you through our approach and how it fits within your broader financial life.<\/p><p>Then we can decide together if it makes sense to move forward.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e9e2c58 elementor-align-center elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"4e9e2c58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/go.oncehub.com\/GettoknowUs\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-phone\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start a Conversation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0250d84 e-flex e-con-boxed e-con e-parent\" data-id=\"0250d84\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7b40088 elementor-widget elementor-widget-spacer\" data-id=\"7b40088\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-704b77bf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"704b77bf\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-5e328462 elementor-invisible\" data-id=\"5e328462\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-171f5f9b elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"171f5f9b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><h2>Investment Approach<br><h3 style=\"color: #e1a101\">Frequently Asked Questions <\/h3><\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3963df4d elementor-widget elementor-widget-text-editor\" data-id=\"3963df4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Clear answers to help you understand how we work and what to expect when working together.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4c6f6021\" data-id=\"4c6f6021\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5fd43a36 elementor-invisible elementor-widget elementor-widget-eael-adv-accordion\" data-id=\"5fd43a36\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"eael-adv-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t            <div class=\"eael-adv-accordion\" id=\"eael-adv-accordion-5fd43a36\" data-scroll-on-click=\"no\" data-scroll-speed=\"300\" data-accordion-id=\"5fd43a36\" data-accordion-type=\"accordion\" data-toogle-speed=\"300\">\n            <div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"can-you-replace-income-from-my-business-or-dealership-\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"1\" aria-controls=\"elementor-tab-content-1601\"><h5 class=\"eael-accordion-tab-title\">Can you replace income from my business or dealership? <\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1601\" class=\"eael-accordion-content clearfix\" data-tab=\"1\" aria-labelledby=\"can-you-replace-income-from-my-business-or-dealership-\"><h5>Yes &#8211; Carefully, Sustainably, and On Your Terms.<\/h5><p>We help turn assets into income, so your lifestyle doesn\u2019t rely on a single source.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"is-this-only-for-large-portfolios\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"2\" aria-controls=\"elementor-tab-content-1602\"><h5 class=\"eael-accordion-tab-title\">Is this only for large portfolios?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1602\" class=\"eael-accordion-content clearfix\" data-tab=\"2\" aria-labelledby=\"is-this-only-for-large-portfolios\"><h5>No.<\/h5><p>It\u2019s less about size and more about the importance of the decisions involved.<\/p><p>We tend to do our best work with clients who have a certain level of complexity or responsibility, where coordination and ongoing guidance matter most.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"do-you-manage-investments-directly-or-just-advise\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"3\" aria-controls=\"elementor-tab-content-1603\"><h5 class=\"eael-accordion-tab-title\">Do you manage investments directly, or just advise?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1603\" class=\"eael-accordion-content clearfix\" data-tab=\"3\" aria-labelledby=\"do-you-manage-investments-directly-or-just-advise\"><h5>We Manage Them Directly.<\/h5><p>As discretionary managers, we handle day-to-day investment decisions within an agreed plan \u2014 so you don\u2019t have to follow the markets or approve every trade.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"what-does-it-mean-to-work-with-a-fiduciary\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"4\" aria-controls=\"elementor-tab-content-1604\"><h5 class=\"eael-accordion-tab-title\">What does it mean to work with a fiduciary?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1604\" class=\"eael-accordion-content clearfix\" data-tab=\"4\" aria-labelledby=\"what-does-it-mean-to-work-with-a-fiduciary\"><h5>It means we act in your best interest. Always.<\/h5><p>We don\u2019t sell products or earn commissions. Our role is to give advice aligned with your long-term plan.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"how-are-you-different-from-a-traditional-brokers-or-advisor\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"5\" aria-controls=\"elementor-tab-content-1605\"><h5 class=\"eael-accordion-tab-title\">How are you different from a traditional brokers or advisor?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1605\" class=\"eael-accordion-content clearfix\" data-tab=\"5\" aria-labelledby=\"how-are-you-different-from-a-traditional-brokers-or-advisor\"><h5>Most advisors just make recommendations.<\/h5><p>We take responsibility for managing your portfolio and keeping it aligned as your life evolves.<br \/>One plan. One point of accountability.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"how-often-will-we-review-things-\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"6\" aria-controls=\"elementor-tab-content-1606\"><h5 class=\"eael-accordion-tab-title\">How often will we review things? <\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1606\" class=\"eael-accordion-content clearfix\" data-tab=\"6\" aria-labelledby=\"how-often-will-we-review-things-\"><h5>Regularly \u2014 And As Life Evolves.<\/h5><p>At minimum, we review your plan annually \u2014 but we check in more often as life, markets, or goals shift . The goal is proactive clarity, not reactive scrambling. You\u2019ll never be in a set-it-and-forget-it relationship.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"do-you-work-with-my-accountant-and-lawyer-\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"7\" aria-controls=\"elementor-tab-content-1607\"><h5 class=\"eael-accordion-tab-title\">Do you work with my accountant and lawyer? <\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1607\" class=\"eael-accordion-content clearfix\" data-tab=\"7\" aria-labelledby=\"do-you-work-with-my-accountant-and-lawyer-\"><h5>Do you work with my accountant and lawyer? .<\/h5><p>We regularly work with your existing professionals to keep investment strategy aligned with your overall plan.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"what-types-of-investments-do-you-use\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"8\" aria-controls=\"elementor-tab-content-1608\"><h5 class=\"eael-accordion-tab-title\">What types of investments do you use?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1608\" class=\"eael-accordion-content clearfix\" data-tab=\"8\" aria-labelledby=\"what-types-of-investments-do-you-use\"><h5>That depends on your goals.<\/h5><p>We use a mix of investments with a focus on transparency, tax efficiency, and knowing what you own and why.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"how-do-you-think-about-risk\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"9\" aria-controls=\"elementor-tab-content-1609\"><h5 class=\"eael-accordion-tab-title\">How do you think about risk?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-1609\" class=\"eael-accordion-content clearfix\" data-tab=\"9\" aria-labelledby=\"how-do-you-think-about-risk\"><h5>Risk isn\u2019t just market swings.<\/h5><p>It\u2019s also reacting at the wrong time or making decisions without a plan.<\/p><p>Structure helps reduce both.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"is-my-money-protected\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"10\" aria-controls=\"elementor-tab-content-16010\"><h5 class=\"eael-accordion-tab-title\">Is my money protected?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-16010\" class=\"eael-accordion-content clearfix\" data-tab=\"10\" aria-labelledby=\"is-my-money-protected\"><h5>Yes \u2014 and we\u2019ll walk through how.<\/h5><p>Your accounts are held with a regulated investment dealer and protected under applicable programs. We\u2019ll explain exactly how it works.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"whats-the-first-step\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"11\" aria-controls=\"elementor-tab-content-16011\"><h5 class=\"eael-accordion-tab-title\">What\u2019s the first step?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"eael-advanced-accordion-icon-opened\"><svg aria-hidden=\"true\" class=\"fa-accordion-icon e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div id=\"elementor-tab-content-16011\" class=\"eael-accordion-content clearfix\" data-tab=\"11\" aria-labelledby=\"whats-the-first-step\"><h5>It Starts With A Short, Candid Conversation.<\/h5><p>We\u2019ll talk through your situation and whether working together makes sense.<\/p><p>If we\u2019re a fit, we\u2019ll walk through next steps.<\/p><p>If not, you\u2019ll still leave with greater clarity.<\/p><p><a href=\"https:\/\/go.oncehub.com\/GettoknowUs\">Start a Conversation<\/a><\/p><\/div>\n\t\t\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-46af1b6e e-flex e-con-boxed e-con e-parent\" data-id=\"46af1b6e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4ea1be01 e-con-full e-flex e-con e-child\" data-id=\"4ea1be01\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5d037745 elementor-widget elementor-widget-heading\" data-id=\"5d037745\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Still have questions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-50a4339f elementor-widget elementor-widget-heading\" data-id=\"50a4339f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Want a clear path forward?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad65942 elementor-widget elementor-widget-spacer\" data-id=\"ad65942\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-633ca49a elementor-widget elementor-widget-text-editor\" data-id=\"633ca49a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We\u2019ll answer what\u2019s on your mind and how we approach investing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-494a416 elementor-align-center elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"494a416\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/go.oncehub.com\/GettoknowUs\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-phone\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start a Conversation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Menu Who we Serve Dealers Established Families Clients What We Do Invest Meet Tom Investment Management Clear Thinking.Disciplined Oversight Investing within the bigger picture Your portfolio is managed as part of your broader financial life, so it supports what matters most over time. Start with a Conversation Investing Part of a Larger Strategy At Marathon [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_eb_attr":"","_templately_pack_id":"","_templately_imported_at":"","_templately_source":"","_templately_import_session_id":"","footnotes":""},"folder":[],"class_list":["post-3817","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages\/3817","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/comments?post=3817"}],"version-history":[{"count":263,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages\/3817\/revisions"}],"predecessor-version":[{"id":6200,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages\/3817\/revisions\/6200"}],"wp:attachment":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/media?parent=3817"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/folder?post=3817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}