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 @
- 2016 -now Senior Investment Advisor @
- 2013 -now Financial Planner @
- 2013 -2016 Investment Advisor @
- 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 and CIBC Investor Services Inc.. Mark Schoeffel holds a 2011 - 2011 Elder Planning Counselor @ CIEPS. Mark Schoeffel has 3 emails on RocketReach.
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