Mark Purcell, MBA
RRSPs, RRIFs, and Estate Planning*
Mark was formerly an institutional equity trader and brings a wealth of investment knowledge and experience to his BMO Nesbitt Burns clients. He specializes in conservative long term investment management and estate planning with a particular focus on a consultative approach to solving clients financial concerns.
Mark was one of one hundred individuals in Canada to have attended of Certified Investment Management Analyst program. As well Mark has his Master of Business Administration (M.B.A.) and has completed a Professional Financial Planning Course.
Mark and his wife Paula, and sons Charlie and Sam are residents of Comox Valley and in their spare time enjoy the great outdoor activities that Vancouver Island has to offer.