As head of Bowland Wealth Management Group, Mark is responsible for guiding the team, shaping investment strategy, and helping clients make thoughtful decisions about their wealth. With a strong business background and passion for helping others, he has been building meaningful client relationships since 2005.

As a Portfolio Manager, he is professionally obligated to put clients best interests first in every investment decision – though, by all accounts, he’d do it anyway. It’s a structure that allows him to take on additional responsibilities, make timely decisions, and uphold a superior level of care.

Mark has always been passionate about community involvement. He proudly serves as a director for the SOS Medical Foundation and has dedicated many years to coaching youth sports and managing hockey teams—experiences that have only deepened his belief in the power of showing up as a team, working together, and giving back – preferably with a few laughs along the way. Mark values time with family and friends and takes every opportunity to get out on the golf course. He enjoys the competition and the camaraderie—especially when his short game decides to show up.

Dave joined the Bowland Wealth Management team in 2023 driven by a clear purpose—to expand his service offering, catering to the needs of both his existing and new clients. With over 25 years of industry experience, Dave believes that strong relationships and sharp analysis aren't mutually exclusive — in fact, he'd argue the best advice is built on both. He is deeply committed to understanding each client's unique goals and delivering recommendations that are as thoughtful as they are well-supported.

Dave volunteers in sports and community initiatives, travels whenever he can, and is rarely without a good book. Above all, he takes pride in being a father to his teenage daughter and young son — his greatest project, and the one where he's learned that not everything can be solved with a spreadsheet.

As a Client Associate, Jan is the steady hand — and, let’s be honest, the secret engine — driving the team’s day-to-day operations. She began her investment industry career with Mark in 2010. With 16 years of industry experience and a strong foundation from her previous accounting career, Jan has played an integral role in the team’s success.

Jan takes pride in keeping things running smoothly and efficiently, but her role is about much more than getting the details right. She is passionate about getting to know clients on a personal level, allowing her to better understand their needs and provide thoughtful, personalized service.

As the primary point of contact when reaching the office, Jan is always ready to answer questions, provide support, and help ensure clients have what they need. She is committed to making every interaction seamless, responsive, and welcoming.

Jan brings that same energy and warmth to everything she loves — fitness classes most days of the week, kayaking on the lake with her husband, and treasuring time with her two daughters and grandchildren. In true Jan fashion, she shows up fully in every part of her life.

It turns out that over 15 years in the restaurant industry is excellent preparation for wealth management — both require grace under pressure, a genuine love of people, and the ability to keep everything running smoothly without anyone noticing the effort. Ebony brings all of that and more to her role as a Client Associate, having joined the team in 2025 with a passion for hospitality and a talent for making complexity look effortless.

She is instrumental in supporting the team’s day-to-day operations, managing a broad range of administrative responsibilities and ensuring consistently smooth, positive experiences for clients.

Ebony can be found camping under the stars, getting lost in a book, or channelling her creativity through painting. She's a proud mom and a devoted daughter — grateful to have her parents just around the corner — and a born-and-raised Penticton local who wouldn't trade her community for anything.

Brooke assists the team by delivering an elevated client experience through a variety of avenues. With a natural creative flair, she contributes to the development of client-related materials, marketing pieces, and team events.

Brooke is a free spirit who finds balance in the things that matter most—family time with her husband Mark and their children. She stays active through yoga and walks with Luna, their beloved Mexican rescue dog, and has a true appreciation for life's simple joys. Honestly, Luna might be the most important member of the household—but we'll let Brooke decide that.