Mark’s career in the investment industry began at a bank-owned securities firm before he started at Raymond James in 2005. Mark completed a Business Administration Diploma in Finance and then moved on to earn his Certified Financial Planner (CFP), Financial Management Advisor (FMA), Personal Financial Planner (PFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. Mark is also a licensed Insurance Agent with the Insurance Council of BC. As an Associate Financial Advisor, Mark works closely with clients to develop a plan to realize their investment goals. Mark is also responsible for researching investments and ensuring clients receive a high level of client service and contact.
Mark is licensed to practice in the following provinces: British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, and Nova Scotia.
Outside of work Mark is a member of the Nanaimo Gyro Club and previously sat on the club’s executive committee. During that time Mark was responsible for the planning, fundraising and building of the Linley Point Gyro Park. Mark enjoys sailing, hiking, cycling, skiing, and spending time with his wife, Kelsey and son, Graeson.