Wealth Advisor, Senior Investment Advisor
For over 20 years Mark has been helping families preserve and enhance their wealth through a disciplined and pro-active wealth management approach. He is a recognized leader who has demonstrated an ability to take complex investment and financial matters and provide clients with solid solutions and communicates them simply and clearly. Mark and his team specialize in providing advice for individuals, institutions and foundations that is proactive, insightful and truly reflects each clients' unique needs and goals.
He earned his Bachelor of Commerce from the University of Victoria, specializing in International Trade and Economics. Mark has conducted extensive training and education beyond just Investment Management to include areas such as business succession planning, estate issues, financial and retirement planning and has achieved the designation of Wealth Advisor at BMO Nesbitt Burns. Mark is a Professional Financial Planner and an Insurance Advisor (Level II).
Born and raised in Victoria, Mark has a passion for the West Coast. Mark and his wife Natasha have four children: Benjamin, Alexander, Kiera and Jessica and enjoy the outdoors and numerous activities Vancouver Island has to offer.