ABOUT WATERMARK

Chuck Magyar, David Lyon, and Stewart Istvan are the creators and owners of Watermark Wealth Management. They first met when they were shorter and had more hair.

Royal St. Georges College brought the trio together during their high school years. In 1984, they journeyed to London to attend University of Western Ontario where each earned a BA in Economics. After graduation, they went their separate ways until May of 2005, when they reunited as partners of the Forest Hill Branch of HollisWealth (then DundeeWealth).

As the business grew, they formed a strong team of investing, planning, and insurance specialists; this collective is now Watermark Wealth Management.

The Team

Chuck Magyar, CIM, FCSI

Portfolio Manager I Director, Private Client Group
HollisWealth®, a division of Industrial Alliance Securities Inc.
BA (Economics), University of Western Ontario

Chuck is our down-to-earth Portfolio Manager and the driving force behind our Managed Account Platform. He started his 20+ year career in the financial world by trading his own money on both the Toronto and Montreal exchanges. It was here that he gained a depth of knowledge about the markets through researching, designing, and implementing his own trading systems.

As a Portfolio Manager, Chuck is a member of an elite group of professionals across Canada who are uniquely licensed to make daily investment decisions for their clients.

Chuck is kept busy at home by his wife, Charlotte, and their two children. An active member of the Midweek Cycling Club, Chuck participates in races, and volunteers to help organize and run club events.

Some of Chuck’s key roles at Watermark include:

  • Investment research
  • Retirement advice
  • Wealth planning
  • Tax & estate planning

David Lyon

Investment Advisor | HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor I Hollis Insurance
BA (Economics), University of Western Ontario

David heads planning at Watermark Wealth, and is responsible for administering our Advisory Account Platform. Before partnering with Stewart Istvan and Chuck Magyar, he held various positions at RBC. There he wore many hats as he moved up the ranks, gaining extensive knowledge in many different aspects of the financial world.

David can regularly be found at mutual fund conferences, gaining valuable insights into the markets, so that he can appropriately direct his clients’ money into the right places at the right times. David’s favourite role is that of a financial planner; he devotes countless hours crunching numbers to help his clients stay on track to achieving their goals.

His commitment to lifelong learning presently has him pursuing two advanced certifications: the CERTIFIED FINANCIAL PLANNER (CFP®) and the Chartered Investment Manager (CIM) designations.

At home, David and his wife, Ursula, love chasing after their two children. David enjoys Masters swimming, platform tennis, golf, and skiing. He delights in passing his love of sports onto his kids.

Some of David’s key roles at Watermark include:

  • Wealth planning
  • Tax & estate planning
  • Client education
  • Debt management
  • Insurance planning
  • Mutual funds

Stewart Istvan

Licensed Assistant | HollisWealth®, a division of Industrial Alliance Securities Inc.
Marketing & Client Relations
BA (Economics), University of Western Ontario

Stewart heads communications at Watermark. After spending most of his working career in the pharmaceutical industry, Stewart jumped ship to the financial industry in May 2005. That’s when he partnered with Chuck Magyar and David Lyon, becoming the marketing associate for the Watermark/HollisWealth team.

Stewart spends most of his working day connecting with current and potential clients. He is a personable, caring, and understanding member of the team.

The decision to partner with Chuck and Dave was an easy one for Stewart, as the three of them have been friends since their youth. Trust, which is an integral quality in the financial services business, is implicit between the partners. The team truly endeavours to put the clients’ best interests first.

Stewart’s three children keep him hopping outside of the office. In his spare time, he enjoys cycling, playing tennis, cooking and relaxing at the cottage.

Some of Stewart’s key roles at Watermark include:

  • Introducing people to Watermark Wealth Management’s services
  • Keeping clients up to date through the website
  • Client programs & projects
  • Informational e-newsletters, blogs and tweets

Kate Greenwood

Licensed Assistant | HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor | Hollis Insurance
Marketing Management Diploma, Centennial College

Kate is Watermark Wealth Management’s authority on logistics and administration. Kate’s been a member of the HollisWealth (formerly DundeeWealth) family since 2004, and joined the Watermark Wealth Management team in 2008.

Kate’s key roles are keeping daily communications and processes efficient to fulfill our goal of providing exceptional service to our clients.

Stewart and Kate work closely on client communications including website updates, blog posts, e-newsletters, and social media.

In her off-time, Kate and her husband, Peter, enjoy cycling, travelling, and playing with their dog, Zoe.

Some of Kate’s key roles at Watermark include:

  • Transfers from other institutions, portfolio consolidations, new accounts
  • Cheque deposits, electronic money transfers, and automatic deposits
  • Drafts paperwork for LIRAs, LIFs, RRSPs, TFSAs, RESPs
  • Inquiries regarding our Managed & Advisory account platforms
  • Scheduling appointments
  • Changes to your personal information (address, phone, email, etc.)
  • General account enquiries such as tax slips, and capital gain information

Sophie Moryoussef

Insurance Consultant | Hollis Insurance
B.Sc. (Actuarial Sciences), University of Montreal

Sophie has over twenty years of experience in the insurance industry. While working in marketing and product development at the insurance company level, she gained insight into many aspects of the insurance world. Now as an integral part of Watermark Wealth Management, Sophie works closely with the team, providing insurance, wealth, and estate planning to our clients.

Sophie‘s warm smile and easy-going personality always creates a conversational feeling in her meetings. Her attention-to-detail allows her to truly understand her clients; providing custom insurance solutions and comprehensive financial and estate plans tailored to suit individual needs.

Sophie is married and has two wonderful children. She is family oriented and enjoys skiing, dancing and gatherings with friends and family. Her French accent and friendly attitude always put a smile on people’s faces. Her love for travelling will come in handy during her retirement years.

Some of Sophie’s key roles at Watermark include:

  • Insurance planning
  • Wealth planning
  • Tax & estate planning

Dealing with the team at Watermark Wealth Management allows me peace of mind. With all of the global financial market instability, it is comforting to know that Chuck, Dave, Stewart and Kate are at the helm allowing me to rest easy and stay focused on the longer term outcome. They are available to take my call whenever I have a question and their proactive approach to market conditions has always been of value to me. My investments, while important, are only one aspect of the overall plan. The team takes a holistic approach to other aspects of my life such as post education schooling for my children, retirement, travel, insurance, tax planning and long term care considerations down the road. I have been working with the team at Watermark Wealth Management since 2005 and I look forward to a continued partnership for many more years to come.

Cathy T.

More Professionals

We don’t always fly solo. To make sure the financial solutions we craft for you stand up to the test of time, we rely on a strong team of specialists to round out our brain trust.

 

 

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