Mark Lepine

Calgary

CIBC Private Wealth

Verified Member of FPAC

Mortgage Licensed

Insurance Licensed

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Specializations

Corporate Financial Planning

Corporate Insurance Planning

Corporate Tax Planning

Estate Planning

Financial Planning

Insurance Planning

Portfolio Management

Retirement Income Planning

Succession Planning

Designation(s)

CDFS

CFP (Canada)

CLU

FEA

TEP

Compensation Models

Fee based (AUM)

Professional Associations

Local Estate Planning Counsel

STEP

Education

College

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

Alberta

British Columbia

Saskatchewan

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