Greg Marks, Cfp, Cim, Tep Email and Phone Number
Greg Marks, Cfp, Cim, Tep is a Private Wealth Manager at Cardinal Point Athlete Advisors. He possess expertise in working with children, teamwork, leadership, ice hockey, time management and 4 more skills.
-
Private Wealth ManagerCardinal Point Athlete Advisors Jun 2024 - PresentToronto, Ontario, CanadaWe operate a multi-family office for a select group of engaged, elite professional hockey players and affluent private clients. We know that people derive the most happiness from being able to do what they want, when they want. And our GOALS MATTER process helps make this happen. -
Wealth Management AdvisorGavin Hockey Wealth Specialists Dec 2022 - Jun 2024Toronto, Ontario, CanadaWe specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a… Show more We specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a portfolio manager in BC, Alberta, Manitoba and Quebec. Show less -
Wealth Management RepresentativeGavin Hockey Wealth Specialists Dec 2020 - Dec 2022 -
Client Service SpecialistGavin Hockey Wealth Specialists Apr 2019 - Dec 2020Toronto, Canada Area -
Director, Speakers And SponsorshipsIvey Sports Management Conference Apr 2018 - Apr 2019London, Canada AreaResponsible for collaborating with co-director, conference co-chairs, and faculty to recruit executives to speak and secure sponsors for the inaugural 2019 conference -
Research And Strategy AnalystFis Holdings Ltd. May 2018 - Aug 2018Toronto, Ontario, Canada -
DirectorCamp Hurontario Jun 2017 - Aug 2017Mactier, Ontario
-
CounsellorCamp Hurontario Jun 2014 - Aug 2016Mactier, Ontario
Greg Marks, Cfp, Cim, Tep Skills
Greg Marks, Cfp, Cim, Tep Education Details
-
Honors Business Administration -
Honors Specialization In Economics
Frequently Asked Questions about Greg Marks, Cfp, Cim, Tep
What company does Greg Marks, Cfp, Cim, Tep work for?
Greg Marks, Cfp, Cim, Tep works for Cardinal Point Athlete Advisors
What is Greg Marks, Cfp, Cim, Tep's role at the current company?
Greg Marks, Cfp, Cim, Tep's current role is Private Wealth Manager.
What schools did Greg Marks, Cfp, Cim, Tep attend?
Greg Marks, Cfp, Cim, Tep attended Ivey Business School At Western University, Western University, Upper Canada College.
What skills is Greg Marks, Cfp, Cim, Tep known for?
Greg Marks, Cfp, Cim, Tep has skills like Working With Children, Teamwork, Leadership, Ice Hockey, Time Management, Microsoft Office, Microsoft Excel, Research, Public Speaking.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial