Mark Lepine Email & Phone Number
Wealth Management Advisor
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Mark Lepine Location
- Calgary, AB, CA
Mark Lepine Work
- 2016 -now Wealth Management Advisor @ CIBC Private Wealth
- 2014 -2016 Investment Representative @
- 2013 -2016 Financial Advisor and Insurance Specialist @
- 2006 -2014 Financial Advisor @ Benchmark Wealth Strategies
- 1997 -2004 Music Director @ St. Albert Alliance Church
Mark Lepine Education
- Family Enterprise Xchange
Family Enterprise Advisor (Family Business)
2019-2020 -
Family Enterprise Advisor (Family Business)
2019-2020 - The Institute for Advanced Financial Education
CLU (Estate Planning and Financial Planning for Business Owners)
2015-2015 - Financial Planning Standards Council
CFP (Financial Planning and Services)
2014-2014 - CSI Global
CFP (Financial Planning and Services)
2012-2014 - MacEwan University 1997-1999
- Briercrest Seminary
(Organizational Leadership and Management)
2005 -
LLQP - Life License Qualification Program (Insurance)
2005 - STEP Canada | The Society of Trust and Estate Practitioners (Canada)
TEP
Mark Lepine Summary
- Mark Lepine, based in Calgary, AB, CA, is currently a Wealth Management Advisor at CIBC Private Wealth. Mark Lepine brings experience from previous roles at Aligned Capital Partners Inc., JV Financial Group, Benchmark Wealth Strategies and St. Albert Alliance Church. Mark Lepine holds a 2019 - 2020 Family Enterprise Advisor in Family Business @ Family Enterprise Xchange. Mark Lepine has 1 mobile phone numbers on RocketReach.
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