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Mark Caplan
Mark Caplan a Senior Investment Advisor at Canaccord Genuity Wealth Management. He takes pride in providing comprehensive wealth management solutions to high-net-worth individuals, families and corporations. Mark believes in providing customized and tailored plans to help his clients reach their goals; be it wealth preservation, wealth creation, or intergenerational wealth transfer, to name just a few. 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.
Contact:
mcaplan@cgf.com
604.643.7313
800.454.5027 (Toll Free Canada)
1.800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/markcaplancgf
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The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.