Featured Investment Adviser Representatives

Mark McCooeye

Mark joined Mandeville Private Client USA Inc. in December 2021 as an investment adviser representative. His time in the financial industry, private business and his accounting background provides clients with a range of expertise to look at the full picture.

As a Financial Advisor and Portfolio Manager in Canada, Mark leads a team of professionals in working closely with clients on their particular needs and goals, and crafting solutions for them.

Mark entered the financial services industry in 2007. Prior to that he was Director of Finance in the hi-tech industry. His years as a Professional Accountant taught him the importance of proper tax planning and cash flow management. He graduated from Carleton University with an Economics Degree and went on to achieve the following designations: Professional Accountant - Certified Management Accountant (CMA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Master of Business Administration (MBA) and Trust and Estate Practitioner (TEP) in Canada.