McIver Wealth Management Consulting Group
Mark Jasayko, MBA, CFA
Portfolio Manager
Email: Mark.Jasayko@RichardsonGMP.com
Tel: (604) 678-6562
Mark began his career in commercial banking before moving to the investment side of the financial services industry where he worked for a number of leading mutual fund and hedge fund companies. In his role at the McIver Wealth Management Consulting Group, Mark leverages this extensive experience as well as an education that includes undergraduate and graduate degrees in finance and economics. He has also attained a number of designations including Chartered Financial Analyst (CFA), Certified Investment Manager with Honours (CIM), and Derivatives Market Specialist (DMS). Through continued learning, research, and professional experience, he has gained a comprehensive knowledge of market history, investment styles and philosophies, and current trends in asset allocation techniques.
A life-long Vancouverite, Mark was born and raised on the North Shore and currently resides in Yaletown. In his spare time, Mark pursues international travel and has been an avid athlete since childhood.
Karm Bhatti
Associate
Email: Karm.Bhatti@RichardsonGMP.com
Tel: (604) 678-6563
Karm is a graduate of the Corporate Finance Program at the British Columbia Institute of Technology (BCIT). As an Associate, Karm works closely with Neil to guide affluent, high-net worth and ultra-high-net-worth clients through the wealth management process. This process begins by meeting with each investor to understand their unique needs and then developing customized solutions to address investment, risk tolerance, time horizon, tax, estate, philanthropy, insurance and business succession planning. Karm also oversees all marketing and client communications for the McIver Wealth Management Consulting Group.
Karm is continuing to expand her investment education in the field of business development, marketing and wealth management through BCIT and the Canadian Securities Institute.
|
