Mark Schoeffel
Investment Adviser Representative @Ia Private Wealth Usa
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WORK HISTORY
Investment Adviser Representative @Ia Private Wealth Usa
Tsawwassen, BC, CA
I am also an Investment Adviser Representative with iA Private Wealth (USA) Inc.(“IAPW-USA”) a Canadian based US Registered Investment Adviser “RIA” offering integrated cross border wealth management solutions to residents of the United States. As an Investment Adviser Representative with IAPW-USA, I can work with clients residing in the United States who are looking for wealth management solutions.
EDUCATION
Financial Planners Standards Council
CFP, Financial Planning
Canadian Securities Institute
CIM, FMA, Investment Management
The Institute of Canadian Bankers
PFP, Financial Planning
CIEPS
Elder Planning Counselor
Canadian Institute of Financial Planning
Registered Retirement Consultant
Simon Fraser University
BBA, Finance & Economics
SKILLS
ABOUT MARK SCHOEFFEL
From my offices in The Offices at Northgate 56 Street) in Tsawwassen, I provide planning and investment advisory services. I assist investors in articulating and planning toward their long-term goals including retirement, education and estate planning. As a CERTIFIED FINANCIAL PLANNER®, I provide objective and unbiased advice. iA Private Wealth is a member of IIROC and the Canadian Investor Protection Fund. iA Private Wealth (USA) Inc. is a registered investment adviser with the SEC. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosures related to iA Private Wealth (USA) Inc:
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