CIM®, CFP®, BA
Senior Wealth Advisor, Portfolio Manager
Mark brings over 16 years of experience as an investment advisor to Wellington-Altus Private Wealth. During this time, he has developed a reputation for his ability to create strong, long-lasting relationships while focusing on service and developing tailored investment solutions for clients.
Having lived in the Okanagan since childhood, Mark left and earned a Bachelor’s degree majoring in Economics from the University of Victoria. Upon returning to Kelowna, he furthered his education, attaining his Certified Financial Planner (CFP®) and Portfolio Manager (CIM®) designations. He is also a licensed insurance agent.
Outside of the office, Mark enjoys time with his wife and four young children. Together, they spend their free time exploring the Okanagan with an active lifestyle of hiking, golfing, camping, hockey, soccer, and skiing.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.