Education:
Mark Purcell, CIMA, M.B.A., PFP
Languages Spoken:
English
Specialties:
Wealth Management,
RRSPs, RRIFs, and Estate Planning*
Mark was formerly an institutional equity trader and brings a wealth of investment knowledge and experience to his BMO Nesbitt Burns clients. He specializes in conservative long term investment management and estate planning with a particular focus on a consultative approach to solving clients financial concerns.
Mark is one of one hundred individuals in Canada to have received the designation of Certified Investment Management Analyst (CIMA). As well Mark has his Master of Business Administration (M.B.A.) and has completed a Professional Financial Planning Course.
Mark and his wife Paula, and sons Charlie and Sam are residents of Comox Valley and in their spare time enjoy the great outdoor activities that Vancouver Island has to offer.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.