Mark Thompson is a Senior Portfolio Manager with over 15 years of experience in the Canadian investment industry. Holding a Bachelor of Arts (BA) degree with a major in Economics, Mark has built a reputation for delivering focused wealth management strategies that align closely with clients’ long-term financial goals, since 2010 Mark has carved out a niche working with clients who are US or Dual US/Canadian Citizens.
As a Chartered Investment Manager (CIM®), Mark specializes in discretionary portfolio management, combining deep market insight with disciplined investment processes. The prestigious Fellow of the Canadian Securities Institute (FCSI®) designation—one of the highest honours in Canadian financial services—recognizes Mark’s commitment to professional excellence, ethical standards, and industry leadership.
Mark works with high-net-worth individuals, families, and institutions, offering a comprehensive suite of investment solutions, risk management strategies, and financial planning insights. With a client-first philosophy and a strong foundation in capital markets, Mark helps clients navigate complex financial landscapes with clarity and confidence. Mark continues to mentor new advisors and enjoys seeing them succeed by putting their clients first.
Outside of work, Mark is married to Devonee, together they have four grown children. They enjoy traveling to new places, scuba diving, skiing and virtually all other outdoor adventures. Devonee specifically enjoys landscape and nature photography and Mark enjoys following her through the mountains and all over Alberta to get the perfect shot.
