Mark S. L. Ma
First Vice-President, Investment Advisor, Portfolio Manager
CPA, CA, CFP, CIM, FCSImore
Toll Free: +1 (888) 867-8175
Fax: (416) 594-8404
Mark S. L. Ma
Mark S.L. Ma, CPA, C.A., CFP, CIM, FCSI
Mark brings to his clients over 30 years of experience in the financial services industry. He obtained his Bachelor of Commerce (Honours) degree from the University of Manitoba, and then acquired his Chartered Accountant's designation. Mark also has a Level II Life and Disability Insurance License and is registered as a Portfolio Manager.
Mark is a "Financial Architect." He will custom tailor an investment portfolio using innovative strategies to enhance clients' after tax returns.
As a First Vice President and Investment Advisor at CIBC Wood Gundy, Mark specializes in providing innovative investment solutions to senior executives, professionals and affluent investors. Mark's credentials and experience place him among the top tier of the financial services industry in Canada.
As an active member in the Institute of Chartered Accountants of Ontario, Mark has been elected to Vice President and Director of the Etobicoke Chartered Accountants' Association in Toronto. He has also been elected to Vice President and Director of the York District CA Association and Director of the Canadian Chinese CA Association.
Mark is an active participant in the community and in various fundraising events for hospitals and charities in the GTA. He has also served in the following organizations over the years:
Vice-President & Director, North York CA Association
Vice-President & Director, Scarborough CA Association
President, St. Agnes Catholic School PTA
Chairman, ShareLife, Blessed Trinity Catholic Church
Mark also speaks Mandarin and Cantonese and has a multi-national client base. In his leisure, he enjoys martial arts, yoga and golf.