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.

Dylan is a third-generation advisor, carrying forward a family legacy of guiding clients through markets with skill and discipline. As the lead trader and an Associate Portfolio Manager, he holds the Chartered Investment Manager (CIM®) designation and a Bachelor of Commerce degree from the University of Alberta. An exceptionally skilled investor with deep expertise in technical analysis, Dylan brings a trader’s precision and a portfolio manager’s perspective to every decision the team makes. He works closely with Mark, Anne, Reza and Anni daily.

Reza brings a rigorous, analytical foundation to Persaud Wealth Management, holding a Bachelor of Engineering degree in Mechanical Engineering (Solid-State Design) from the University of Sistan and Baluchistan. He is currently pursuing the Chartered Investment Manager (CIM®) designation, deepening the quantitative discipline he applies to portfolio research and client work. Working closely with Mark and Dylan in support of the firm’s investment process, Reza also serves as a key point of contact for clients and partners — assisting with tax documentation, online account access, and the concierge-level service that defines the PWM experience. Reza is also fluent in Persian (Parsi/Farsi), enhancing his ability to communicate with others.

Anni holds a Master of Finance graduate degree from the University of New South Wales (UNSW) and a Bachelor of Commerce degree from the University of Alberta. She brings relevant experience in client service and administrative support to the team. Anni works with each team member to support client requests, documentation, and coordination of day-to-day operations. She is fluent in English and Mandarin which enhances her ability to communicate with others. Anni is committed to providing timely, attentive support that ensures a positve experience for our clients.