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Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Vice President, Senior Investment Advisor, Portfolio Manager and Financial Planner
Tel: (403) 260-9148
|Mark brings over 25 years of investment and business experience to his position of Investment Advisor. A Bachelor in Business Administration (Economics minor) from Simon Fraser University in Vancouver was only the beginning of Mark’s professional training. Mark has completed both his Professional Financial Planner course and Financial Management Advisor (FMA) designation. Mark is also able to offer his clients options trading and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. Mark is also one of the few advisors in Canada licensed as a Portfolio Manager. Mark was recently named a Fellow of the Canadian Securities Institute (FCSI).
Located in the Bankers Hall office in Calgary; Mark and his team manage wealth for individual high net worth clients, corporations and charitable organizations across Canada, on 4 continents and in 12 time zones.