Mark Beverly
BSc, CIM^®, CFP^®

My Background

Combining strong analytical skills with a rare ability to connect sincerely with people and earn their trust and respect, Mark Beverly has delivered tailored investment and financial planning advice and services to affluent individuals and families since 1999. Humble, caring and dedicated to knowing each and every person on a deep level, Mark is known for his sincerity and sense of humor as much as his investing instincts and financial knowledge. After graduating with a Bachelor of Science in Economics from Trent University, Mark began working in Ottawa as an Economist for an industry association. He returned to the Maritimes, where he spent some time as a child, and worked for two large Canadian banks as an Investment Advisor. Mark holds the Certified Financial Planner (CFP^®) and Chartered Investment Manager (CIM^®) designations and collaborates closely with a large and diverse network of wealth planning and banking specialists across BMO Private Wealth. His background in economics and 25 years of experience give him a strong foundation on which to perform his own research and select his own investments.