Mark Caplan
Portfolio Manager and Senior Investment Advisor @Canaccord Genuity Wealth Management Canada
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WORK HISTORY
Portfolio Manager and Senior Investment Advisor @Canaccord Genuity Wealth Management Canada
CA
EDUCATION
The University of British Columbia
B.Comm
SKILLS
ABOUT MARK CAPLAN
Mark Caplan is a Portfolio Manager and Senior Investment Advisor at Canaccord Genuity Wealth Management. Mark provides high net worth individuals, families and corporations overall investment advice and innovative trading solutions. Mark attained his CFA designation in 2001 and is licensed as a General Securities Representative in the United States. Through his US license Mark is proud to extend his investment advisory services to American residents across the country. In addition to his Canadian and US licenses, Mark also maintains his options license in
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