Mark Sherboneau

Mark graduated from Bishop’s University with a Bachelor of Business Administration (concentration in finance). A holder of the highly regarded Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, he is qualified to recommend and implement advanced investment strategies, evaluate complex portfolio performance, and serve the needs of sophisticated clients.

With over a decade of experience in the financial services industry, Mark helps clients determine how they can best meet their goals through dynamic financial planning and wealth management.