Mark Caplan's Location
Vancouver, BC, CA
Mark Caplan's Work
- Portfolio Manager and Senior Investment Advisor @ CG Wealth Management Canada
- General Securities Representative (USA) @ Canaccord Genuity Inc.
- Investment Advisor @ BMO Nesbitt Burns
Mark Caplan's Education
- The University of British Columbia
B.Comm (Finance)
Mark Caplan's Skills
- Equities
- Investment Strategies
- Financial Advisory
- Portfolio Management
- Investment Banking
- Wealth Management
- Mutual Funds
- Capital Markets
- Fixed Income
- Investments
Mark Caplan's Summary
Mark Caplan, based in Vancouver, BC, CA, is currently a Portfolio Manager and Senior Investment Advisor at Canaccord Genuity Wealth Management Canada, bringing experience from previous roles at Canaccord Genuity- Global Capital Markets and BMO Nesbitt Burns. Mark Caplan holds a B.Comm in Finance @ The University of British Columbia. With a robust skill set that includes Equities, Investment Strategies, Financial Advisory, Portfolio Management, Investment Banking and more, Mark Caplan contributes valuable insights to the industry. Mark Caplan has 2 emails on RocketReach.
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