Mark

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Portfolio Manager & Wealth Advisor at Manna Wealth|Canada

Position:

Portfolio Manager & Wealth Advisor at Manna Wealth

Location:

Canada

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Last updated: 2026-08-17
Updated: 2026-08-17

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Work Experience 13 years

Portfolio Manager & Wealth Advisor at Manna Wealth

Jan 2026 - Current

Portfolio Manager & Wealth Advisor at Designed Wealth Management

Jan 2026 - Current

Associate Investment Counselor at ATB Wealth Strategies

Jan 2025 - Jan 2026

Associate Portfolio Manager - Institutional Portfolio Management at ATB Wealth Strategies

Jan 2023 - Jan 2025

Investment Research Manager at Richardson Wealth

Jan 2021 - Jan 2023

Wealth/Investment Advisor at DUCA Financial Services Credit Union Ltd.

Jan 2018 - Jan 2020

Financial Coaching & Empowerment at (independent)

Jan 2013 - Jan 2018

Mark started working in 2013, then the employee has changed 5 companies and 5 jobs. On average, Mark works for one company for 1 year 11 months.

Their professional focus is Business Strategy, Coaching, and Customer Service across 3 core areas.

Mark holds Associate Certified Coach (ACC), Certified Financial Planner (CFP), and Certified Leadership Coach certifications.

Education

Bachelor’s Degree at Ivey Business School at Western University

Mark Namesakes

Name
Company
Position
Mark
Treeminer, Inc.
CEO
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Mark
U.S. SECURITY SUPPLY, INC.
Account Manager
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Mark
BloodnFire Ministries
Director
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