Mark’s career in the investment industry began at a bank-owned securities firm before he started at Raymond James in 2005. Mark completed a Business Administration Diploma in Finance and then moved on to earn his Certified Financial Planner (CFP®), Financial Management Advisor (FMA), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. Mark is also a licensed insurance agent with the Insurance Council of BC. Mark works closely with clients to develop a plan to realize their investment goals. He is also responsible for researching investments, constructing portfolios and ensuring clients receive a high level of client service.
Mark is licensed to practice in the following provinces: British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Nova Scotia and Quebec.
Outside of work, Mark is a member of the Nanaimo Gyro Club and previously sat on the club’s executive committee. During that time, Mark was involved with the planning, fundraising and building of the Linley Point Gyro Park. Mark enjoys gardening, hiking, cycling, skiing and spending time with his wife Kelsey and son Graeson.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.