VIP Moneywise

Mark Kotris

CLU, CH.F.C

Mark has worked in the financial services industry for over 48 years. Since the beginning of his career, his focus has been to consistently provide his clients with efficient tax planning, while providing valuable and effective investment and estate planning for their asset portfolios.

First offering tax strategies and preparation, life, disability and employee benefits alongside RRSP, pension and non-RRSP investment planning for his clients, Mark pioneered dual licensing in the Calgary market back in 1985, allowing him to provide further alternative investment options for his clients.

Throughout his career, Mark has been a member of ADVOCIS, the premier national association for professional financial advisors. As an engaged member of the ADVOCIS Calgary chapter, he is a strong advocate for required continuing education in all areas of financial, investment and estate planning for all practitioners, specifically those identifying themselves as a financial planner.

When he’s not minding his client’s financial affairs or working to continually educating himself, Mark enjoys giving back to the community through several service clubs that he has been a long-standing member of. His interests revolve around family, child and homeless problems and finding solutions.

Education

• Chartered Financial Consultant (CHFC)
• Certified Financial Planner (CFP)
• Chartered Life Underwriter (CLU)