Mark Owen

Our expert team is here to meet your financial needs.

Personalized support

Mark has spent over two decades providing his clientele with financial comfort by ensuring they are well-positioned to deal with market changes.

He is a trusted source of investment information, delivering his nightly broadcast on CHEX TV Peterborough, where he brings clarity to daily market movements and comments on special situations that arise in the economy.

Our Expertise

Mark is licensed to deal with stocks, bonds and mutual funds, and is insurance licensed meaning clients have full-accessibility to products and strategies required to meet their specific situation.

His expertise in wealth management, asset allocation, and retirement planning means he support his clients through their complete financial journey. 

What our clients can expect

Our team is committed to providing a holistic wealth management service to our clientele through the following steps:

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1. Introductory communication to identify the client’s
profile and financial plan

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2. Analysis of existing portfolio or life insurance products

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3. Recommend solutions for the financial plan including the utilization of our partners within National Bank.

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4. Ongoing portfolio monitoring relative to client objectives and financial plan.

New and articles

Keep up to date with what's trending this month.

Read the latest financial news from our National Bank experts. 

Consult our useful guides and tools to help simplify your finances. 

Contact us

Get contact information for our team members and find out where our offices are.