Mark S. L.

WORK HISTORY

EDUCATION

SKILLS

ABOUT MARK S. L.

Mark brings to his clients over 30 years of experience in the financial services industry. He obtained his Bachelor of Commerce (Honours) degree from the University of Manitoba, and then acquired his Chartered Accountant\'s designation. Mark also has a Level II Life and Disability Insurance License.Mark is a \"Financial Architect.\" He will custom tailor an investment portfolio using innovative strategies to enhance clients\' after tax returns.As a Senior Wealth Advisor at CIBC Wood Gundy/ CIBC Private Wealth, Mark specializes in providing innovative investment solutions to senior executives, professionals and affluent investors. Mark\'s credentials and experience place him among the top tier of the financial services industry in Canada.As an active member in the Institute of Chartered Accountants of Ontario, Mark has been elected to Vice President and Director of the Etobicoke Chartered Accountants\' Association in Toronto. He has also been elected to Vice President and Director of the York District CA Association and Director of the Canadian Chinese CA Association. Mark is an active participant in the community and in various fundraising events for hospitals and charities in the GTA. He has also served in the following organizations over the years:Vice-President & Director, North York CA AssociationVice-President & Director, Scarborough CA AssociationPresident, St. Agnes Catholic School PTAChairman, ShareLife, Blessed Trinity Catholic ChurchMark also speaks Mandarin and Cantonese and has a multi-national client base. In his leisure, he enjoys martial arts, yoga and