Mark Schoeffel Email & Phone Number
Investment Adviser Representative @ iA Private Wealth USA
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Mark Schoeffel Location
- Delta, BC, CA
Mark Schoeffel Work
- 2025 - now Investment Adviser Representative @
- 2013 - now Senior Investment Advisor and CERTIFIED FINANCIAL PLANNER® @
- 2003 - 2013 Financial Advisor and CERTIFIED FINANCIAL PLANNER® @ CIBC Investor Services Inc.
- 1994 - 2003 Financial Advisor @
Mark Schoeffel Education
- CIEPS
Elder Planning Counselor
2011 - 2011 - Canadian Institute of Financial Planning
Registered Retirement Consultant
2009 - 2010 - Financial Planners Standards Council
CFP (Financial Planning)
2003 - 2003 - Canadian Securities Institute
CIM, FMA (Investment Management)
1994 - 2003 - The Institute of Canadian Bankers
PFP (Financial Planning)
1997 - 2000 - Simon Fraser University
BBA (Finance & Economics)
1989 - 1994
Mark Schoeffel Summary
- Mark Schoeffel, based in Delta, BC, CA, is currently a Investment Adviser Representative at iA Private Wealth USA. Mark Schoeffel brings experience from previous roles at iA Private Wealth, CIBC Investor Services Inc. and RBC Wealth Management, Royal Trust. Mark Schoeffel holds a 2011 - 2011 Elder Planning Counselor @ CIEPS. Mark Schoeffel has 3 emails on RocketReach.
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