Mark has been with Bank of Montreal since 2015; during that time, he has been recognized with numerous awards including “Commercial Banker of the Year” and two trips to BMO’s “Conference of Stars.” His academic background includes a Bachelor of Commerce from UBC, a Certified Management Accountant (CPA) designation and successfully passing the Chartered Financial Analyst Level 1 exam.
Mark’s background in commercial banking and accounting give him the ability to add value to our most complex and sophisticated clientele. He specializes in investment strategies for clients with family businesses, complex organizational structures, not for profit foundations, and registered charities. Beyond implementing our team’s investment process and philosophies, Mark uses his lens as a CPA to ensure appropriate tax considerations are being made with all of our investment solutions.
In his spare time, Mark can be found out in nature taking wilderness photos, behind the wheel of a racecar, or travelling the world with his wife Samantha.