Investment Advisor Servus Wealth Strategies Credential Securities

Mark Yip is a CERTIFIED FINANCIAL PLANNER^® professional and an expert in wealth management. He has 15 years of experience working in the financial services industry, along with a bachelor of science from the University of Alberta.

Mark is passionate about helping his members achieve their financial goals by becoming familiar with their unique financial situations and simplifying the wealth management process. In working with his team, you’ll get expert advice and tailored financial strategies to help you live the life you want.

Mark is a lifelong Albertan, and he knows what Albertans want from their wealth management experience. He enjoys using his financial expertise to serve members. His door is always open.

Contact

Contact Mark at 780.638.8337
Mark.Yip@servus.ca

Meet the team

Caylen Galt
Investment Advisor Associate
780.638.8672

Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire