Mark Neufeld

Degrees and Designations

• BA (Economics) – Simon Fraser University
• Diploma of Technology (Fin Mgt) – BCIT
• CFP (Certified Financial Planner)
• CIM (Canadian Investment Manager) 

Other Education
 

• PFPC - Honours (Professional Financial Planning Course)
• PMT (Portfolio Management Techniques)
• IMT (Investment Management Techniques) 

Industry Associations
 

Mark is a member in good standing of the following professional organizations, and subscribes to their respective codes of ethics and standards of conduct:

• Canadian Institute of Financial Planners (CIFP)
• Financial Planning Standards Council (FPSC) 

Personal

Mark was born and raised in British Columbia and married his high school sweetheart, Nikki, who is a physician. They live in North Burnaby with their two young daughters, Claire and Lindsay.