Experience

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  Sun Life

  • Burlington

  • Advisor

    • Jan 2018 - Present
    • Burlington

    Next to your health, what’s really important in life? It is planning for your financial future, your family’s future, your business, and yes, your legacy. With a proven track record in the financial services industry, and as an advisor, Mark has a profound appreciation for the challenges clients ...

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  Investors Group

  • Toronto, Canada Area

  • Consultant at Investors Group Financial Services Inc.

    • Jan 2014 - 2017
    • Toronto, Canada Area

    With a proven track record in the financial services industry, and as an advisor, Mark has a profound appreciation for the challenges clients face. By combining this experience with an exhaustive knowledge of financial planning strategies, Mark defines the right strategy for each client’s situati...

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  Self Employed

  • Toronto

  • Financial Consultant

    • Feb 2011 - Dec 2013
    • Toronto

    Provided consulting services to clients regarding Group Creditor & Warranty programs - pricing & structuring; operational issues

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  Sym-Tech Inc.

  • Senior Vice President, Finance, Warranty & Operations

    • May 2010 - Jan 2011

    Responsible for leadership and managment of the Corporation's organization as it pertains to financial performance, warranty, administration and corporate operations. Identify and evaluate new products, new markets and new lines of business.

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  Financial Consultant

  • Self Employed Consultant

    • Jan 2010 - Apr 2010

    Advisor to businesses related to niche financial services including Group Creditor Insurance programs for Credit cards, consumer loans, mortgages; warranty programs - insurance and non-insurance forms; other membership services; use of offshore captives to minimize tax liabilities; managment info...

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  Cardif Services (Canada) Inc, a BNP Paribas Com...

  • CFO & Director

    • Sep 2007 - Jan 2010

    Executive Management, overall responsiblity for the Canadian Operation and growth of the Canadian Business for this startup which indirectly a wholly-owned subsidiary of BNP Paribas S.A., the fifth largest financial institution by market capitalization

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  BNP Paribas Assurance

  • Canadian CFO & Chief Agent

    • Sep 2007 - Oct 2009

    Responsible for creating the license applications to OSFI and then the various provincial and territorial authorities. Work on developing a Canadian client base for the world's largest writer of group creditor insurance.

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  Cirrus Corporate Services Inc.

  • Managing Director & CFO

    • Sep 2006 - Aug 2007

    An Affiliate of Eden Holdings Corporation Ltd. - Responsible for reviewing business opportunities, conducting negotiations, structuring deals, set up of administration

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  Eden Holdings Corporation Ltd.

  • Financial Consultant

    • Aug 2006 - Jul 2007

    Reviewed business opportunities and conducted negotiations and due diligence

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  Assurant Solutions

  • Vice-President, and Business Leader, Group Creditor, CFO for Canada

    • May 1993 - Jul 2005

    Since, 2001Responsible for the largest business unit in Canadian operations of Assurant Solutions (American Bankers Insurance Company of Florida/American Bankers Life Assurance Company of Florida) providing group creditor insurance to financial institutions/creditors in Canada. Prior to that I w...

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  KPMG Peat Marwick, formerly Peat Marwick Mitchell

  • Auditor

    • 1982 - 1992

    Worked in Financial Institutions Group on Schedule II banks, private equity funds, insurance companies (primarily P &C ), real estate companies along with some consumer products manufacturers. Spent 18 months in our International Office and with the Belegian Firm handling due diligence, aud...