Mark Boulay

Senior Portfolio Manager and Senior Investment Advisor @Bmo Nesbitt Burns

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 1999 — Present

Senior Portfolio Manager and Senior Investment Advisor @Bmo Nesbitt Burns

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Calgary, AB, CA

Mark has more than 25 years of experience in the financial services industry. Mark began his investment career, while in university, as a summer student with Merrill Lynch Canada. After graduation, he continued his investment career with Scotia McLeod in Toronto. Returning to Calgary, Mark founded a private consulting business providing corporate finance regulatory services to publicly traded companies. Immediately prior to joining BMO Nesbitt Burns, Mark worked as a Corporate Finance Analyst and Investment Advisor for an independent Canadian investment firm.Mark works with a select group of individuals, retirees, high net worth families, business owners, corporate executives, and former investment managers.

SKILLS

Wealth Management ServicesPortfolio ManagementRetirementRetirement SavingsPortfolio AssessmentWealth ManagementInvestment StrategiesTfsaFinancial ServicesBankingAsset ManagementAsset AllocationRrspRetirement PlanningFinancial PlannersBondsInvestmentsMutual FundsRespInvestment AdvisoryHigh Net Worth IndividualsInvestment ManagementEquitiesFinancial PlanningCorporate FinanceRrif

ABOUT MARK BOULAY

Mark Boulay is a Senior Portfolio Manager and Senior Investment Advisor at BMO Nesbitt…

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Mark Boulay — Senior Portfolio Manager and Senior Investment Advisor at Bmo Nesbitt Burns in Calgary, AB, CA | Unifers