Education 

Mark elevated his training by studying at Yale School of Management to obtain the Certified Investment Management Analyst® (CIMA®) designation. This certification is an international portfolio construction and investment focused designation. Candidates must satisfy extensive professional experience and ethical requirements, then successfully complete advanced investment management consulting coursework delivered through one of three premier global business schools - including Yale School of Management. Designees must maintain their standing through ongoing continuing education and strict adherence to the Investments & Wealth Institute's® Code of Professional Responsibility. Mark also holds the Chartered Investment Manager (CIM®) and Financial Management Advisory (FMA) designations obtained through the Canadian Securities Institute. These certifications have shaped his growth throughout his decades in the wealth management industry following his graduation from the Nait School of Business.