CFA®
PFP®
CFA®
PFP®
Mark has over 25 years of industry experience serving the needs of non-profits, high net worth individuals, trusts, corporations and institutions in the Ottawa area. Mark is a CFA charterholder, is a member of the CFA Institute, and past-President of the Ottawa chapter of the CFA Society. He has completed a number of industry courses such as the Personal Financial Planning designation (PFP®) and the Certificate in Retirement Strategy (CRS). He resides in Ottawa with his wife and two children.
Administrative Associate
Administrative Associate
With 35 years of financial services and investment experience, Debbie acts as a secondary contact for Joe and Mark and also assists with the preparation of customer portfolio reviews, handling client cash transfers and remittance requests and administrative account duties. Outside of work, Debbie likes to read and golf as well as spend time with her grandchildren.
