Mark joined the investment industry as a Wealth Advisor in 1992 after graduating from the University of Calgary with a Bachelor of Commerce degree. He has been focused and committed to implementing strategic and comprehensive wealth management solutions for individuals, business owners, professionals and families for over 28 years. Mark has continued to develop and expand his investment expertise through advanced education and professional development that makes him stand out in the financial industry. He is an accredited Portfolio Manager (PM) since 2007, Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and a qualified Insurance professional.
Mark and his team are passionate about offering their clients highly customized advice and solutions. They are truly humbled by the trust and knowledge of their clients and strive to put their heart into everything they do. Mark uses a very personal and focussed approach to help his clients with their unique goals through investment management solutions that are transparent and easy to understand.
Throughout the years, Mark has been actively connected in Medicine Hat and the surrounding community in his involvement of various charities and social groups including past President of the Cypress Club, City of Medicine Hat Community ARP Committee and Historical Resources Committee.
Mark is a man of integrity and is dedicated to his family and friends in his personal life. He has been happily married to his wife Jody for 25 years and a dedicated father to their four wonderful children, three sons Luke, Adam and Samuel and daughter Antonina. He enjoys running, cycling, skiing, travelling and exploring new cultures and food and spending quality time with his extended family.
Insurance products and services are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF) and Insurance products and services are not protected by the CIPF.