Mark Cassidy, B.A. (Econ),CFP, FMA

Senior Financial Planning Consultant,
Scotia Capital Inc.

Mark Cassidy

Mark’s puts his 28 years of experience in the financial services Industry and extensive educational background to practice by individualizing a client’s needs and providing solutions and recommendations to achieve their financial goals and objectives. Using a disciplined and analytical planning process, Mark works with you and your advisor to develop a highly customized and comprehensive financial plan that explores relevant financial, retirement, tax, estate and trust strategies.

Mark holds a BA in Economics, the CFP (Certified Financial Planner) and FMA (Financial Management Advisor) designations, and other certifications with the Canadian Institute of Financial Planning and the Canadian Securities Institute.