Mark Bishop

Mark Bishop

CIM®, CFP®, BA

Senior Wealth Advisor, Portfolio Manager

As a Senior Wealth Advisor and Portfolio Manager, Mark brings over 18 years of experience to Wellington-Altus Private Wealth. During this time, he has earned a reputation for building long-lasting relationships and providing tailored investment solutions for his clients.

Mark’s personalized approach focuses on understanding each client’s unique needs, risk tolerance, and objectives. He provides his clients with unbiased access to a full spectrum of investment products, from traditional assets like stocks and bonds to alternative assets such as private equity and structured products. His broad expertise ensures tailored financial strategies for each client.

Mark holds a bachelor’s degree with a major in economics from the University of Victoria (UVic) and is a CERTIFIED FINANCIAL PLANNER® He also holds the Chartered Investment Manager (CIM®) designation, one of the highest levels of certification in the investment industry, highlighting his advanced skills in portfolio management and discretionary investment authority. Additionally, Mark is a licensed insurance advisor with Wellington-Altus Insurance, enabling him to offer comprehensive financial and risk management solutions.

Outside of work, Mark enjoys spending time with his family and taking advantage of all the Okanagan has to offer. Together with his wife and four children, they keep active with numerous activities including hiking, golfing and soccer in the summer while skiing and hockey fill the winter months.

Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

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