Mark Caplan
Portfolio Manager and Senior Investment Advisor at Canaccord Genuity Wealth Management Canada
Based in Vancouver, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Vancouver
Industry
Investment Management
Company size
394
Contact information
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m•••••••@canaccordgenuity.com
Phone
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Background
About Mark Caplan
Mark Caplan is a Portfolio Manager and Senior Investment Advisor at Canaccord Genuity Wealth Management. Mark provides high net worth individuals, families and corporations overall investment advice and innovative trading solutions. Mark attained his CFA designation in 2001 and is licensed as a General Securities Representative in the United States. Through his US license Mark is proud to extend his investment advisory services to American residents across the country. In addition to his Canadian and US licenses, Mark also maintains his options license in Canada.
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