Jim is a Chartered Financial Analyst. He manages the portfolio and investment strategy for clients by using a strong fundamental approach and technical analysis. With 32 years of industry experience in investment banking, institutional sales and private wealth management, Jim works well with sophisticated High Net Worth clients who value his ability to source the best new ideas from the vast pool of research and trading opportunities.
Mark has over 20 years of experience in the investment industry and began his career at GMP Securities in 1997 where he spent 6 years working on the trading desk, trading securities for institutional and retail investors. In 2005, he joined GMP Private Client (now Richardson GMP) to continue serving institutions and high net worth individual investors. Mark has gained invaluable trading experience in his prior roles which he applies daily when managing trade execution and special situations for clients, which continues to remain his primary focus.
Mark is a licensed Registered Representative and has successfully completed various certifications including Professional Financial Planning and Trader Training.