“The creation of Independent Advisor Solutions allows us to deliver unique products and customizable solutions that meet the increasingly complex needs of advisors.”
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.