Mark leads Bowland Wealth Management Group, where he guides the team, shapes investment strategy, and supports clients in making thoughtful decisions about their wealth and legacy. With a strong business background and genuine passion for helping others, he has been building meaningful, long term client relationships since 2005.

As a Portfolio Manager, Mark is committed to putting his clients best interests first in every investment decision. He believes great wealth management goes beyond portfolios and performance. It starts with understanding what matters most to each client, being there when important decisions arise, and providing support across all aspects of their financial lives.

For Mark, a fulfilling life has always meant showing up for his community, his family, and the people around him. He proudly serves as a director for the SOS Medical Foundation and has spent many years coaching and or managing his kids sports teams. These experiences have strengthened his belief in teamwork, strong relationships, and giving back. Preferably with a few laughs along the way. He values spending time with his wife and children, watching and playing sports, and getting out on the golf course whenever possible. He's in it for the competition, the camaraderie, and the friendships that tend to follow both. Above all, he believes life is better when you do not take yourself too seriously, even if golf occasionally puts that mindset to the test.

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. The best advice, he’ll tell you, is built on both.

Known on the team for his analytical rigour and his trademark trio of questions: show me the data, where did it come from, and how did you arrive at that conclusion? Dave brings a level of intellectual thoroughness to every client engagement that goes well beyond the surface. 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 something to read. He takes pride in being a devoted husband to the love of his life, Gabriella, and a father to his teenage daughter and young son. Parenthood is his most important and most rewarding project and the one that has taught him that not everything in life 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 is industry registered and began her investment 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 Neil, and treasuring time with her two daughters and grandchildren. In true Jan fashion, she shows up fully in every part of her life.

Great service looks different across industries, but the skills behind the service remain remarkably consistent; grace under pressure, a genuine love of people, and an unwavering attention to detail. With over 15 years of restaurant industry experience, Ebony brings all of that and more to her role as a Client Associate, having joined the team in 2025.

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

Ebony can be found around a campfire, getting lost in a book, or channeling her creativity through painting. She's a proud mom and a devoted daughter, grateful to have her parents just around the corner. Born and raised in Penticton, she’s grateful to still call it home and be part of such a supportive community.

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!