Mark Parlee

Mark Parlee Email and Phone Number

Vice President @ Bellwether Family Wealth
1295 Cornwall Rd, Unit A3,Canada
Mark Parlee's Location
Toronto, Ontario, Canada, Canada
Mark Parlee's Contact Details

Mark Parlee work email

Mark Parlee personal email

n/a
About Mark Parlee

Mark Parlee is a Vice President at Bellwether Family Wealth. He possess expertise in retirement planning, wealth management, retirement, mutual funds, investment strategies and 20 more skills.

Mark Parlee's Current Company Details
Bellwether Family Wealth

Bellwether Family Wealth

View
Vice President
1295 Cornwall Rd, Unit A3,Canada
Website:
bellvest.ca
Employees:
15
Mark Parlee Work Experience Details
  • Bellwether Family Wealth
    Vice President
    Bellwether Family Wealth
    Toronto, On, Ca
  • Bellwether Investment Management
    Senior Wealth Advisor
    Bellwether Investment Management Nov 2018 - Present
    Toronto, Canada Area
  • Bellwether Family Wealth
    Vice President
    Bellwether Family Wealth Nov 2018 - Present
  • Ipc Securities Corp
    Senior Wealth Advisor
    Ipc Securities Corp Jul 2006 - Nov 2018
    As a financial advisory team, we’re different and proud of it. We stand out in three genuine ways. First, and above all, we consider ourselves to be in the personal service business. In fact, our team’s mission statement, which inspires us daily, is: Personal Service - Our Business. Everything we do is focused on fulfilling that mission. We strive to ensure that each contact with our clients is a quality contact, one that builds their trust in us. Second, our personal service is supported by a process. This is in stark contrast to other financial advisors who simply sell products. We follow the personal wealth management strategy, a framework which allows our clients to understand where they’re going, where they’re at and what’s coming next. Third, instead of having just one advisor per client, we take a multi-advisor approach to delivering our services to you. Each member of our team knows your family situation and goals, and is responsible for a certain part of your overall plan. Working together, we help you to enjoy peace of mind and, ultimately, to live your dream.I welcome a connection if You want to work with a dynamic and forward thinking wealth management team in Southern Ontario with a long-term investment philosophy. You would like to be connected to anyone in my network. You have a passion for travel, hockey, football or current events. (IPC Securities Corporation is a member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada and is a sponsoring Dealer of Mark Parlee)
  • Ipc Securities Corp
    Senior Wealth Advisor
    Ipc Securities Corp 2006 - Oct 2018
    Toronto, Canada Area
  • Edward Jones
    Investment Advisor
    Edward Jones 2001 - 2006
  • Freedom 55 Financial
    Financial Services Representative
    Freedom 55 Financial Jan 2000 - May 2001
    Mississauga
    Provided Insurance and Segregated Funds solutions to clients
  • D.A.R.E. Canada
    Executive Director
    D.A.R.E. Canada Sep 1996 - Dec 1999
    Mississauga
    Worked with Police Services across Canada to deliver the D.A.R.E. (Drug Abuse Resistance Education) Program to children in grades 5 & 6.Also represented D.A.R.E. Canada with D.A.R.E. America and D.A.R.E. International
  • Peel Regional Police Service
    Police Officer
    Peel Regional Police Service Jan 1985 - Sep 1996
    Region Of Peel
    Provided policing services to the Region of Peel in various capacities from Cadet, Uniform Patrol, Morality Squad & D.A.R.E

Mark Parlee Skills

Retirement Planning Wealth Management Retirement Mutual Funds Investment Strategies Investment Advisory Estate Planning Insurance Strategic Financial Planning Financial Advisory Investments Financial Planners Wealth Asset Managment Investment Advisory Services Securities Critical Illness Coaching Life Insurance Asset Allocation Asset Management Disability Insurance Financial Planning Financial Services Strategy

Mark Parlee Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Secutities & Investment Planning
  • Canadian Securities Institute
    Canadian Securities Institute
    Mfda Licence * Insurance Licence
  • Ontario Police College
    Ontario Police College
    Police Training
  • A.Y. Jackson Secondary School
    A.Y. Jackson Secondary School
    13

Frequently Asked Questions about Mark Parlee

What company does Mark Parlee work for?

Mark Parlee works for Bellwether Family Wealth

What is Mark Parlee's role at the current company?

Mark Parlee's current role is Vice President.

What is Mark Parlee's email address?

Mark Parlee's email address is ma****@****ies.com

What schools did Mark Parlee attend?

Mark Parlee attended Canadian Securities Institute, Canadian Securities Institute, Ontario Police College, A.y. Jackson Secondary School.

What are some of Mark Parlee's interests?

Mark Parlee has interest in Hockey, Boating, Travel, Reading.

What skills is Mark Parlee known for?

Mark Parlee has skills like Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investment Strategies, Investment Advisory, Estate Planning, Insurance, Strategic Financial Planning, Financial Advisory, Investments, Financial Planners.

Who are Mark Parlee's colleagues?

Mark Parlee's colleagues are Jacques Beaudoin, James H. Craig, B. Com, Jd, Cfp, Clu, Tep, Bill Shutt, Judy Soucy, Ryan Carrier, Julianna Varpalotai-Xavier, Daniel Peart.

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