Mark Lewis
Financial Planner, Investment & Retirement Planning @BMO
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WORK HISTORY
Financial Planner, Investment & Retirement Planning @BMO
Stratford, ON, CA
EDUCATION
Financial Planners Standards Council
CFP
BMO Institute for Learning
C300, C200, C100
Canadian Securities Institute
CSC
The Institute of Canadian Bankers
AICB
Western University
Bachelor of Arts
Canadian Securities Institute
PFP
SKILLS
ABOUT MARK LEWIS
Through the creation of a holistic financial plan I assist you in making decisions that allow you to live your vision. This process helps you determine what you truly value. Together we will create a road map that assists you in preparing for life events and allows for unexpected events. This process is up dated continually as your needs evolve to ensure success.I’m a Registered Investment Sales Representative with BMO Investments Inc, based in the Stratford Area. I thrive helping my clients reach their financial goals. If you have any questions or would like to talk more, please contact me at m••••••••@bmo.com! I’d be happy to help. Review the BMOII Social Media Disclaimer:
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