B.A Econ, MBA
Senior Investment Advisor, Portfolio Manager
At the heart of Mark’s 25 years in private wealth management is his profound belief that growing and protecting wealth leads to positive results for current clients and future generations. He is passionate about enriching the lives of his clients by striving to improve their financial situations.
Fulfilling this goal requires a combination of trust, experience, judgment, and professionalism. Mark knows that trust doesn’t just come; you must earn it with both new and existing clients. Those trusted relationships inspire Mark and his dedicated team to strive to deliver the best results for every client.
The other passion in Mark’s life is his family. He and his wife have been together since university. They have two sons; Charlie is completing his undergraduate studies at Queen’s University, and Sam is enrolled at UVIC in Commerce.
When not in the office, you’ll find Mark mountain biking in Cumberland, fishing the rivers and lakes of Vancouver Island or skiing on Mt Washington.