Mark Courneya CFA, CFP

Mark’s areas of expertise include:

  1. Corporate Retirement Plan Consulting
    • Ensure effectiveness of an organization’s corporate retirement plan
    • Educates employees about retirement, financial & estate planning
  2. Retirement, financial & estate planning for Individuals/Corporations
EDUCATION

BA Economics & Business - Bishop's University
Chartered Financial Analyst - CFA Institute
Certified Financial Planner – Financial Planning Standards Council