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Karen McIvor
Mark Moulson, CFP, CLU, TEP, RHU
Shane Verity, CPA, FMA

Address
1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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Mark Moulson, CFP, CLU, TEP, RHU

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Tel: (204) 949-8988

E-mail: mark.moulson@nbpcd.com

With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize tax.

Mark’s designations include TEPTrust and Estate Practitioner, CERTIFIED FINANCIAL PLANNER® professional, CLU Chartered Life Underwriter and RHU Registered Health Underwriter. He is a member of STEP, Advocis and the Canadian Investor Protection Fund. Mark is an active member of his local church, enjoys the outdoors including golfing and downhill skiing.