Regional Manager, Alberta
Mark is passionate about building strong, personalized relationships and believes in delivering enduring value through tailored support. His deep, Advisor-centric experience makes him a critical partner to our teams across the region.
Mark brings extensive experience in the investment industry, with a career spanning sales leadership, asset management, and compliance. This includes spending over a decade as a Financial Planner with at one of Canada’s largest financial institutions and progressing through increasingly senior roles, ultimately serving as Division Director. He has also held executive roles at independent asset management firms, including Vice-President of Sales and Marketing, Head of Investor Relations and Chief Compliance Officer. Mark has a Bachelor of Arts degree from Wilfrid Laurier University and has several professional designations through the Canadian Securities Institute.