Toll Free: (800) 268-8875
Fax: (506) 451-8838
Mark has over 15 years experience in the financial services industry. As a UNB business graduate, he went on to complete his Chartered Accountant (CA) designation where he obtained an honors distinction.
In 2001, Mark and his wife, Kerstin moved to Bermuda where he worked for a well-known accounting firm within their financial services group. There he provided various financial services to many large investment funds and public insurance companies. Mark, then went on to work with one of the largest most successful Hedge Funds in the world with over 3 Billion dollars of assets under management.
In 2007, Mark moved back to Fredericton with his wife, Kerstin and two children to work as an Investment Advisor for CIBC Wood Gundy.
Given his education and professional background, Mark is able to offer his clients a vast range of knowledge and expertise.
Mark strives to provide pro-active, expert advice for his clients. Mark's mission is to provide a comprehensive wealth and investment management experience, providing an overall picture of your financial goals based on your individual needs.