Mark S. Yip, Cfp, Ris Email & Phone Number

I bring over 25 years of banking, investment, and retirement planning experience to my role as a Senior Wealth Advisor with Credential Securities at Servus Wealth Strategies. I am committed to helping Albertans reach their financial goals by simplifying the wealth management process, providing easy to understand financial expertise, implementing proven financial strategies, and above all else, having a thorough understanding of every client's unique needs. I specialize in helping high net worth families maintain and protect their financial futures.The solutions that I recommend range primarily from professionally managed stock portfolios, investment funds, ETFs, bonds, term deposits, and cash instruments. My recommendations are driven by a comprehensive, financial planning process, designed to provide the client with a holistic view of their current and future financial health and wellbeing. One of the ways that I differentiate myself and my practice is by adhering to the principles of responsible investing and by offering Socially Responsible investing solutions to my clients. This is an important way to potentially lower risk, increase returns, and most importantly, make a positive impact on humanity and the world at large. I align my team and I around a network of business professionals, so that my clients have hassle free access to experts in any area when those needs arise.I hold the Certified Financial Planner (CFP), Responsible Investment Specialist (RIS), and Financial Management Advisor (FMA) designations, in addition to a bachelors of science degree from the University of Alberta.Dealer Disclosure: Mutual funds, and other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Listed skills include Wealth Management, Retirement Planning, Investments, Banking, and 26 others.

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  University Of Alberta

  Major In Psychology, Minor In Business