Meet Our Team

Mark Loutet, B.Comm - CA, CFP

Certified Financial Planner

Mark has been an investment and financial planner since 1994. His background includes many years in accounting and financial management. He obtained his Chartered Accountant designation in 1986, and spent three years with a large international accounting firm.

In addition, he was employed as a CA and financial analyst with two investment firms and a Fortune 500 multinational company in the communications industry. Mark moved into the financial planning field in 1994, and now specializes in Investment, Retirement, Estate, Tax & Life Insurance planning for individuals. In addition, he specializes in Group Benefit planning for small and medium sized business clients.

Mark lives in North Vancouver with his wife and twin girls, who were born in 2001. He is an avid golfer and curler, and enjoys mountain biking and traveling. His clients live throughout the Greater Vancouver and Central Vancouver Island region of British Columbia.

Mark's financial planning credentials include: 

▪ Certified Financial Planner - CFP
▪ Chartered Accountant - CA
▪ Bachelor of Commerce (UBC)
▪ Life Insurance Level II
▪ Canadian Securities Course
▪ Member of Advocis

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