Mark van Hees Email
Senior Portfolio Manager @ CG Wealth Management Canada
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Mark van Hees Location
- Kelowna, BC, CA
Mark van Hees Work
- 2005 -now Senior Portfolio Manager @
- 2004 -2006 Investment Specialist @
- 1999 -2002 Co-Founder, President @ Solium
- 1996 -1998 Investment Advisor @
Mark van Hees Education
- University of Calgary
Bachelor of Arts (BA) (Economics)
1989-1994 - University of Calgary
Mark van Hees Skills
- Wealth Management
- Portfolio Management
- Investments
- Equities
- Mutual Funds
- Investment Advisory
- Investment Strategies
- Asset Management
- Trading
- Retirement Planning
- Securities
- Fixed Income
- Risk Management
- Asset Allocation
- private share ownership
- Private Co share entitlement plan admin
- ESPP
- Income Trusts
- Limited Partershps
- Capital Markets
- Bar
Mark van Hees Summary
- Mark van Hees, based in Kelowna, BC, CA, is currently a Senior Portfolio Manager at Canaccord Genuity Wealth Management (Canada). Mark van Hees brings experience from previous roles at CIBC, Solium and RBC Dominion Securities. Mark van Hees holds a 1989 - 1994 Bachelor of Arts (BA) in Economics @ University of Calgary. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Equities, Mutual Funds and more. Mark van Hees has 1 emails on RocketReach.
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