I specialize in developing individual solutions that meet your investment needs and wealth goals. As a trained professional, I identify investments that are most effective for you with consideration to tax savings opportunities.

My first priority is listening to your needs. I will work with you to customize an investment plan that meets your needs now and in the future.

I hold the Chartered Investment Manager designation (CIM^®) and provide a full range of products and services to help clients make investment decisions.

My goals are to continually strengthen client relationships, demonstrate a commitment to preserving and growing clients' wealth, and enhance my skills and knowledge of investment products and the markets.

Outside of the office, I enjoy heading out to the cottage with my family and golfing with friends.

I specialize in the client experience by analyzing client needs, supporting business development opportunities, and facilitating client requests.

My previous experience includes nearly two years working as an IT Support Analyst, Financial Coordinator, and Financial Advisor.

I hold the Chartered Investment Manager (CIM) designation and I am actively pursuing the Certified Financial Planner (CFP) designation, with hopes of obtaining the designation in 2025. I obtained an Honors degree from Carleton University in Commerce with a concentration in Finance.

My extensive knowledge in financial products and investment concepts are tools I leverage to ensure the client experience is worthwhile and that each client’s need is supported with the utmost detail.

Outside of the office, I enjoy going to the gym, watching the Ottawa Senators, and golfing with friends and family.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.