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    Mark Sopher

    Address

    525 8 Ave SW
    Suite 1000
    Calgary, AB T2P 1G1

    Languages

      English

    My Background

    I understand that every person has a unique financial situation, along with very personal wants and needs for retirement.  This journey to retirement and financial independence has many steps, and for nearly 25 years I have helped guide the wealth management strategy of many families’. I enjoy looking at the big picture and creating a long term financial plan, then constructing an efficient portfolio using our top rated research and some of the best performing track records available in Canada.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.