Mark Loutet's Location
Burnaby, BC, CA
Mark Loutet's Work
- Senior Financial Planner @ Optimize Wealth Management
- Certified Financial Planner (CFP) @ Investment Planning Counsel
- Certified Financial Planner (CFP) @ Royal Advent Securities Ltd. (and 2 prior firms)
- Financial Analyst @ Motor X
- Controller @ Euro-Pacific Capital Corp.
- Chief Accountant @ Ventures West
- Chartered Accountant, and CA student @ Grant Thornton LLP (Canada)
Mark Loutet's Education
- The University of British Columbia
B.Commerce (Finance)
1980 - 1983
Mark Loutet's Skills
- Mutual Funds
- Finance
- Estate Planning
- Financial Analysis
- Accounting
- Tax
- Disability Insurance
- Retirement
- Budgets
- Investments
Mark Loutet's Summary
Mark Loutet, based in Burnaby, BC, CA, is currently a Senior Financial Planner at Optimize Wealth Management, bringing experience from previous roles at IPC Investment Corporation, Royal Advent Securities Ltd. (and 2 prior firms), Motorola and Euro-Pacific Capital Corp.. Mark Loutet holds a 1980 - 1983 B.Commerce in Finance @ The University of British Columbia. With a robust skill set that includes Mutual Funds, Finance, Estate Planning, Financial Analysis, Accounting and more, Mark Loutet contributes valuable insights to the industry. Mark Loutet has 1 email on RocketReach.
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