Massullo, FMA CIM
National Bank Financial Wealth Management
Investment Advisor & Portfolio Manager
With a client-first attitude, Mark has developed a loyal clientele because he is accessible, informed and consistent. He believes that your personal success will come from an open & honest relationship with realistic expectations that will provide certainty in an uncertain world.
Mark began his career at National Bank Financial in 1999 after graduating with a Business Diploma from Camosun College. During his tenure Mark has obtained the Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations to exhibit his proficiency and adherence to professional standards. Mark is a licensed Investment Advisor and Portfolio Manager serving clients in BC, Alberta, Ontario & Quebec.
As a Portfolio Manager, Mark joins a select group of Advisors who can offer discretionary management services to their valued clients. The ability to make real-time decisions, without obtaining pre-trade consent for each transaction, is an important factor to reduce risk during periods of extreme market volatility.
Mark and his wife Jennifer are the proud parents of two children, Ella (age 6) & Teo (age 4). With personal and professional roots firmly established, the Massullo Wealth Management Group was formed to provide the tools necessary to achieve your financial success.