Mark Smith, Cfa
About Mark Smith, Cfa
Mark Smith, CFA, is the Manager of Investment Solutions at IG Wealth Management, where he has worked since 2020. He has a background in finance, having held various roles at IG Wealth Management and previously worked at The North West Company.
Work at IG Wealth Management
Mark Smith has held multiple positions at IG Wealth Management, starting as an Audit Intern from 2013 to 2015. He then served as an Associate Auditor from 2015 to 2018. Following this, he worked as a Senior Analyst in IG Investments for 11 months in 2018. He progressed to the role of Assistant Manager in Investment Solutions from 2019 to 2020. Since 2020, he has been working as the Manager of Investment Solutions, where he has continued to develop his expertise in investment strategies and solutions.
Education and Expertise
Mark Smith earned a Bachelor’s Degree in Business/Commerce with a focus on Finance from the University of Manitoba, studying from 2010 to 2015. His educational background has provided him with a solid foundation in financial principles, which he has applied throughout his career in various roles within the investment sector.
Background
Before joining IG Wealth Management, Mark Smith worked at The North West Company as a Sales Development Student from 2012 to 2013. This early experience contributed to his understanding of sales and customer engagement within a business context. His career trajectory reflects a steady progression through roles that emphasize auditing, analysis, and investment solutions.
Achievements
Mark Smith's career at IG Wealth Management is marked by a series of progressive roles that demonstrate his growth in the investment field. His transition from Audit Intern to Manager of Investment Solutions illustrates his increasing responsibilities and contributions to the organization over the years.