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Bowland Wealth Management Group

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    • Our Solutions
    • Discretionary Management
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About us

Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (250) 770-2107
Email Email us
Email Email
Telephone Number Tel

About us

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Mark Bowland

Mark Bowland, CIM, PFP

Senior Wealth Advisor

Portfolio Manager

Tel:

(250) 770-2107

Email:

mark.bowland@cibc.com

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As the head of Bowland Wealth Management Group, Mark is responsible for the overall direction of the team and investment strategy. Mark is a born entrepreneur with over 27 years of business experience, 16 of which have been focused on finance. Mark spends the majority of his time working with his clients to understand their needs and work towards their investment and wealth planning goals. He is dedicated to fulfilling those goals, and spends many hours keeping up to date with the latest economic and market trends.

Strongly committed to continuing his education, Mark is constantly learning by attending regular seminars. He holds the Chartered Investment Manager (CIM) and Personal Finance Planner (PFP) designations, Life Insurance License (LLQP) and the elite Portfolio Manager distinction.

Mark is married and has four children. He is an active member of the community, having spent several years coaching district soccer, managing his youngest sons hockey team and participating in many charity events annually. Additionally, Mark is a current director on the board of the South Okanagan Similkameen Medical Foundation which is dedicated to preserving the quality of health care delivery in the South Okanagan-Similkameen. In his leisure time, Mark enjoys a variety of sports and can often be found on a golf course or camping with his family.

Dave Kravski

Dave Kravski

Associate Investment Advisor

Tel:

(250) 352-1467

Email:

dave.kravski@cibc.com

Dave joined the Bowland Wealth team in 2023 driven by his desire to expand his service offerings, catering to the needs of both his existing clients and new prospects.

As an Associate Investment Advisor with over 25 years of industry experience, Dave is dedicated to building relationships to deliver tailored advice that aligns with each client's unique needs. He believes in the value of these connections and is committed to helping his clients achieve their personal and investment goals.

Outside of work Dave actively volunteers in sports and community initiatives, he enjoys traveling to new destinations, or diving into a good book. Most of all he values his role as a father to his teen daughter and young son.

Janet Stenseth

Jan Stenseth

Client Associate

Tel:

(250) 770-2110

Email:

jan.stenseth@cibc.com

Jan has been working alongside Mark since joining the team in 2010. As our licensed Client Associate, she manages the daily administrative responsibilities of the team and is passionate about building and nurturing our client relationships. Jan brings a strong background in accounting, government services and private industry. As your primary contact, she will ensure you receive the help you need.

When away from the office, Jan enjoys golfing with friends, connecting with her grandchildren and hiking, kayaking or snowshoeing with her husband, Neil.

Brooke Bowland

Brooke Bowland

Administrative Assistant

Tel:

(250) 770-2107

Email:

brooke.bowland1@cibc.com

Brooke plays a vital role with the team, enhancing client service and experience across a range of platforms including client related materials, marketing collateral, and event coordination.

In her leisure time, you can find Brooke indulging in creative pursuits, spending time outdoors with a good book or adventuring with her family including their beloved dog, Sam.

Dave Kravski

Dave Kravski

Associate Investment Advisor
(250) 352-1467
Opens in your telephone provided application.
dave.kravski​@cibc.com
Opens in your email provided application. Opens in a new tab.

Dave joined the Bowland Wealth team in 2023 driven by his desire to expand his service offerings, catering to the needs of both his existing clients and new prospects.

As an Associate Investment Advisor with over 25 years of industry experience, Dave is dedicated to building relationships to deliver tailored advice that aligns with each client's unique needs. He believes in the value of these connections and is committed to helping his clients achieve their personal and investment goals.

Outside of work Dave actively volunteers in sports and community initiatives, he enjoys traveling to new destinations, or diving into a good book. Most of all he values his role as a father to his teen daughter and young son.

Janet Stenseth

Jan Stenseth

Client Associate
(250) 770-2110
Opens in your telephone provided application.
jan.stenseth​@cibc.com
Opens in your email provided application. Opens in a new tab.

Jan has been working alongside Mark since joining the team in 2010. As our licensed Client Associate, she manages the daily administrative responsibilities of the team and is passionate about building and nurturing our client relationships. Jan brings a strong background in accounting, government services and private industry. As your primary contact, she will ensure you receive the help you need.

When away from the office, Jan enjoys golfing with friends, connecting with her grandchildren and hiking, kayaking or snowshoeing with her husband, Neil.

Brooke Bowland

Brooke Bowland

Administrative Assistant
(250) 770-2107
Opens in your telephone provided application.
brooke.bowland1​@cibc.com
Opens in your email provided application. Opens in a new tab.

Brooke plays a vital role with the team, enhancing client service and experience across a range of platforms including client related materials, marketing collateral, and event coordination.

In her leisure time, you can find Brooke indulging in creative pursuits, spending time outdoors with a good book or adventuring with her family including their beloved dog, Sam.

Mark Bowland

Mark Bowland, CIM, PFP

Senior Wealth Advisor
Portfolio Manager
(250) 770-2107
Opens in your telephone provided application.
mark.bowland​@cibc.com
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

As the head of Bowland Wealth Management Group, Mark is responsible for the overall direction of the team and investment strategy. Mark is a born entrepreneur with over 27 years of business experience, 16 of which have been focused on finance. Mark spends the majority of his time working with his clients to understand their needs and work towards their investment and wealth planning goals. He is dedicated to fulfilling those goals, and spends many hours keeping up to date with the latest economic and market trends.

Strongly committed to continuing his education, Mark is constantly learning by attending regular seminars. He holds the Chartered Investment Manager (CIM) and Personal Finance Planner (PFP) designations, Life Insurance License (LLQP) and the elite Portfolio Manager distinction.

Mark is married and has four children. He is an active member of the community, having spent several years coaching district soccer, managing his youngest sons hockey team and participating in many charity events annually. Additionally, Mark is a current director on the board of the South Okanagan Similkameen Medical Foundation which is dedicated to preserving the quality of health care delivery in the South Okanagan-Similkameen. In his leisure time, Mark enjoys a variety of sports and can often be found on a golf course or camping with his family.

Dave Kravski

Dave Kravski

Associate Investment Advisor
(250) 352-1467
Opens in your telephone provided application.
dave.kravski​@cibc.com
Opens in your email provided application. Opens in a new tab.

Dave joined the Bowland Wealth team in 2023 driven by his desire to expand his service offerings, catering to the needs of both his existing clients and new prospects.

As an Associate Investment Advisor with over 25 years of industry experience, Dave is dedicated to building relationships to deliver tailored advice that aligns with each client's unique needs. He believes in the value of these connections and is committed to helping his clients achieve their personal and investment goals.

Outside of work Dave actively volunteers in sports and community initiatives, he enjoys traveling to new destinations, or diving into a good book. Most of all he values his role as a father to his teen daughter and young son.

Janet Stenseth

Jan Stenseth

Client Associate
(250) 770-2110
Opens in your telephone provided application.
jan.stenseth​@cibc.com
Opens in your email provided application. Opens in a new tab.

Jan has been working alongside Mark since joining the team in 2010. As our licensed Client Associate, she manages the daily administrative responsibilities of the team and is passionate about building and nurturing our client relationships. Jan brings a strong background in accounting, government services and private industry. As your primary contact, she will ensure you receive the help you need.

When away from the office, Jan enjoys golfing with friends, connecting with her grandchildren and hiking, kayaking or snowshoeing with her husband, Neil.

Brooke Bowland

Brooke Bowland

Administrative Assistant
(250) 770-2107
Opens in your telephone provided application.
brooke.bowland1​@cibc.com
Opens in your email provided application. Opens in a new tab.

Brooke plays a vital role with the team, enhancing client service and experience across a range of platforms including client related materials, marketing collateral, and event coordination.

In her leisure time, you can find Brooke indulging in creative pursuits, spending time outdoors with a good book or adventuring with her family including their beloved dog, Sam.

Mark Bowland

Mark Bowland, CIM, PFP

Senior Wealth Advisor
Portfolio Manager
(250) 770-2107
Opens in your telephone provided application.
mark.bowland​@cibc.com
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

As the head of Bowland Wealth Management Group, Mark is responsible for the overall direction of the team and investment strategy. Mark is a born entrepreneur with over 27 years of business experience, 16 of which have been focused on finance. Mark spends the majority of his time working with his clients to understand their needs and work towards their investment and wealth planning goals. He is dedicated to fulfilling those goals, and spends many hours keeping up to date with the latest economic and market trends.

Strongly committed to continuing his education, Mark is constantly learning by attending regular seminars. He holds the Chartered Investment Manager (CIM) and Personal Finance Planner (PFP) designations, Life Insurance License (LLQP) and the elite Portfolio Manager distinction.

Mark is married and has four children. He is an active member of the community, having spent several years coaching district soccer, managing his youngest sons hockey team and participating in many charity events annually. Additionally, Mark is a current director on the board of the South Okanagan Similkameen Medical Foundation which is dedicated to preserving the quality of health care delivery in the South Okanagan-Similkameen. In his leisure time, Mark enjoys a variety of sports and can often be found on a golf course or camping with his family.

Dave Kravski

Dave Kravski

Associate Investment Advisor
(250) 352-1467
Opens in your telephone provided application.
dave.kravski​@cibc.com
Opens in your email provided application. Opens in a new tab.

Dave joined the Bowland Wealth team in 2023 driven by his desire to expand his service offerings, catering to the needs of both his existing clients and new prospects.

As an Associate Investment Advisor with over 25 years of industry experience, Dave is dedicated to building relationships to deliver tailored advice that aligns with each client's unique needs. He believes in the value of these connections and is committed to helping his clients achieve their personal and investment goals.

Outside of work Dave actively volunteers in sports and community initiatives, he enjoys traveling to new destinations, or diving into a good book. Most of all he values his role as a father to his teen daughter and young son.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Aaron McEwen

Aaron McEwen

Estate Planning Specialist

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Monika Kriedemann

Monika Kriedemann, CFP, CLU

Financial Planning Specialist

Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.

 

Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

Aaron McEwen

Aaron McEwen

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Monika Kriedemann

Monika Kriedemann, CFP, CLU

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.

 

Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.

Brian Einarson

Brian Einarson, B.Comm., CFP, RRC

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.