As a member of the Nicola Wealth Planning Team since 2006, Mark has become his clients’ trusted advisor. By building strong relationships with his clients, and familiarizing himself with their situations and goals, he recommends strategies that will serve them best – now and in the future. He prides himself on providing an exceptional experience to his clients while quarterbacking their financial affairs.
Mark earned a Bachelor’s degree in Economics with a minor in Finance from the University of Calgary. He went on to secure his CFP designation and also completed the CIM, CSC, and the B.C. Life Insurance License.
In addition to his role as VP, Business Succession and Estate Planning, Mark sits on the Nicola Wealth Gives Back Charity Committee. Outside of Nicola Wealth initiatives, he has partnered with many deserving causes by driving hugely successful fundraising efforts such as climbing Mt. McKinley for Hope for the Nations and cycling from Vancouver to Kelowna for Bulembu, a foster community in Africa.
In his spare time, Mark is an avid golfer and surfer, and he also enjoys travelling, cycling, running, hiking, snowboarding, and reading.
This year, Mark was awarded the Globe and Mail Canada’s Top Wealth Advisors 2021.