Mark is responsible for the development and portfolio management of Independent Advisor Solutions’ core products and services.
Prior to joining Independent Advisor Solutions, Mark was Head of Equities and a Lead Portfolio Manager for I.G. Investment Management Ltd., and Senior Vice-President and Portfolio Manager at Mackenzie Investments where he managed North American and Global equities. Mark also provided portfolio management advice to high-net-worth clients and supported investment advisors at CI Assante Private Client. As a seasoned investment professional with over 25 years of industry experience, Mark has established a successful track record of investment performance and extensive advisor engagement.
Mark holds a Bachelor of Commerce (Honours) from the University of Manitoba and the Chartered Financial Analyst designation. Mark is a member of the Winnipeg Society of Financial Analysts and the CFA Institute.