Aviso Wealth
Mark Bennett, CPA, CA, MPAcc has a diverse range of work experience in finance and accounting. Mark is currently the Director of Financial Planning & Analysis at Aviso Wealth, where they are responsible for overseeing financial planning and analysis activities. Prior to this role, they served as the Director of Finance at Aviso Wealth, where they managed financial operations and supported financial advisors across Canada.
Before joining Aviso Wealth, Mark worked as the Director of Finance at Progressa, a leading Canadian fintech lender. Mark played a key role in changing the way Canadians access and build credit.
Mark also has experience as a Corporate Controller at Solar Flow-Through Funds, handling financial management and control functions.
Earlier in their career, Mark worked at Deloitte Canada as a Senior Consultant in Strategy & Operations, where they provided valuable insights and recommendations to clients. Mark also served as a Senior Accountant at KPMG Canada, leading audits and reviews for various companies, including privately-held, public sector, government entities, and non-profit organizations.
Mark's work experience also includes roles at the Canada-DPRK Knowledge Partnership Program, The University of British Columbia as a Research Assistant, and the Insurance Corporation of British Columbia as a Claims Assistant.
Overall, Mark has a strong background in finance, accounting, and operations, with a focus on driving financial performance and providing strategic guidance to organizations.
Mark Bennett, CPA, CA, MPAcc has a diverse education history. Mark obtained their Bachelor of Arts degree in International Relations, Asian Cultures and Language (Korean) from The University of British Columbia in 2010. In 2011-2012, they pursued a Diploma of Accounting from the same institution. Later, in 2012-2015, Mark successfully completed the Chartered Accountant (CA) designation at the CA School of Business. Additionally, in 2013-2014, they further enhanced their accounting knowledge by obtaining a Master of Professional Accounting (MPAcc) degree from the University of Saskatchewan. Before their higher education, Mark attended Sardis Secondary School, but there is no specific degree or field of study listed. Furthermore, Mark spent a year (2008-2009) at Yonsei University studying International Relations and Korean language.
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Aviso Wealth
Aviso empowers better wealth management for all Canadians. We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients. With approximately $110 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team of experienced professionals embrace a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the 5 Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.