Mark Potter, Cim Email & Phone Number

Mark combines a unique set of characteristics that make him approachable and easy to deal with. He is pragmatic, rationale and empathetic. He is committed to seeing and understanding the big picture, and is willing to put the work into the small steps that help clients, partners and team members to achieve their goals and objectives.Over the past 20 years, Mark has worked at the highest levels of Wealth Management. While his focus has been on investment and portfolio management, he has worked closely with private banking professionals in the areas of banking, credit lending, real estate lending and financial planning. This experience helps him to understand complex situations and to coordinate teams of experts to create solutions for clients. Mark directs investment management and trading for Stanley Asset Management. A Portfolio Manager and Chartered Investment Manager (CIM), he is an expert in analysis, trading and investment execution. Mark is tireless in identifying and implementing cash management, fixed income and equity strategies for clients. He uses this always current, in-depth knowledge to develop investment mandates that meet their complex needs. Being highly accessible and in tune with clients, he is able to communicate in a manner that is clear, insightful and with respect.

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  The University Of British Columbia

  Bachelor Of Commerce - Bcom