- Senior Investment Advisor at HollisWealth, Alliance Securities Inc.
- CERTIFIED FINANCIAL PLANNER® Professional
- Insurance Advisor, HollisWealth Insurance Agency Ltd., Alliance Securities Inc.
- Managing Partner, Clearplan Private Wealth Counsel
He was born in BC and now lives in Richmond with his young family. Mark is a life-long entrepreneur who understands how hard it is to make, grow and preserve wealth. He believes that a strong financial acumen prepares families and businesses to successfully adapt to a changing world.
His investment career began with Vancity Credit Union (2004-2014) where he was named the top investment specialist and specialized in “socially responsible investing.”
As an avid real-estate investor, Mark has built two houses, joined a consortium to acquire the Sun Tower (heritage building in Vancouver) and purchased several multi-unit apartments buildings in Arizona.
He is also active in his community. Mark mentors aspiring entrepreneurs, is a guest speaker for community groups and volunteers locally. Sign up for the Clearplan Blog where he answers questions, gives tips on investing, family finances and retirement planning.