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Mark Casey Email & Phone Number
President
at
TEC Investments Ltd.
1 work email found
@cibc.ca
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Mark Casey? Overview
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Quick answer
Mark Casey is listed as President at TEC Investments Ltd., a with 2 employees, based in Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Mark Casey.
Mark Casey previously worked as Senior Wealth Advisor at Cibc Wood Gundy and Investment Advisor at Bmo Nesbitt Burns. Mark Casey holds Bachelor Of International Business (Bib) from Carleton University.
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Email format at TEC Investments Ltd.
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{first}.{last}@cibc.ca
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AeroLeads found 1 current-domain work email signal for Mark Casey. Compare company email patterns before reaching out.
Profile bio
About Mark Casey
Our mission is to provide exceptional wealth management advice and customized investment strategies. We work with our clients to identify their goals and execute strategies to reach them.Mark works with the associates, staff and strategic partners of the Maltby Casey Investment Group to offer our clients advisory and wealth management services. The team specializes in solutions that include retirement capital planning; asset management for individuals, corporations and foundations; estate planning; and business transition planning. Our wealth management team has a great deal of experience working with clients ranging from individuals, families, corporations, charitable organizations and foundations. Our strategic partnerships include both in-house experts as well as key outside advisors that include tax experts, accountants and lawyers.The Maltby Casey Investment Group offers a customized approach to wealth management. To provide our clients with the right balance of capital preservation, growth, income, tax efficiency, cost effectiveness and risk, we offer investment strategies that are designed specifically for you. To meet these diverse needs we offer strategies that include individual equity and fixed income selection, fully managed accounts, and fee-based brokerage accounts. As a full service firm we are able to offer completely objective recomendations using both CIBC's resources as well as third party research providers.Click on the Maltby Casey Investment Group brochure to learn more.
Listed skills include Wealth Management, Investment Advisory, Strategic Financial Planning, Fixed Income, and 9 others.
Current workplace
Mark Casey's current company
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4 roles
Mark Casey work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
As a Senior Wealth Advisor with CIBC Wood Gundy, I lead a team of professionals who are dedicated to building long term relationships with our clients and their families. Our mission is to provide exceptional wealth management advice and customized investment strategies. Our goal is to be the last wealth advisory team that you’ll ever need. In my role as an advisor, I work with the associates, staff and strategic partners of our team to offer our clients advisory and wealth management services. The team specializes in solutions that include retirement capital planning; asset management for individuals, corporations and foundations; estate planning; and business transition planning. With our partners, we are able to offer in-depth financial planning, private banking services, estate and insurance planning, and trust services. Our wealth management team has a great deal of experience working with clients ranging from individuals, families, corporations, charitable organizations and foundations. Our strategic partnerships include both in-house experts as well as key outside advisors that include tax experts, accountants and lawyers.We offer a customized approach to wealth management. To provide our clients with the right balance of capital preservation, growth, income, tax efficiency, cost effectiveness and risk, we offer investment strategies that are designed specifically for you.
President
Investment Advisor
In my role as an Investment Advisor I worked with my clients to accomplish their financial goals. As a full service investment practice I worked with my team to offer wealth management solutions and financial planning.
Jun 2006 - Jun 2008
1 education record
Mark Casey education
-
Carleton University
FAQ
Frequently asked questions about Mark Casey
Quick answers generated from the profile data available on this page.
What company does Mark Casey work for?
Mark Casey works for TEC Investments Ltd..
What is Mark Casey's role at TEC Investments Ltd.?
Mark Casey is listed as President at TEC Investments Ltd..
What is Mark Casey's email address?
AeroLeads has found 1 work email signal at @cibc.ca for Mark Casey at TEC Investments Ltd..
Where is Mark Casey based?
Mark Casey is based in Canada while working with TEC Investments Ltd..
What companies has Mark Casey worked for?
Mark Casey has worked for Tec Investments Ltd., Cibc Wood Gundy, and Bmo Nesbitt Burns.
How can I contact Mark Casey?
You can use AeroLeads to view verified contact signals for Mark Casey at TEC Investments Ltd., including work email, phone, and LinkedIn data when available.
What schools did Mark Casey attend?
Mark Casey holds Bachelor Of International Business (Bib) from Carleton University.
What skills is Mark Casey known for?
Mark Casey is listed with skills including Wealth Management, Investment Advisory, Strategic Financial Planning, Fixed Income, Retirement, Personal Financial Planning, Financial Planners, and Financial Advisory.
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