About Mark Compton
Insurance Agent
Mutual Fund Representative – Investia Financial Services Inc.
Mark began his career in Vancouver, BC in 1997.
He started out with his father, Len Compton, who spent over 25 years in the financial planning business. This allowed Mark to benefit from his father’s experience and to provide multi-generational continuity to his clients and their families.
His investing approach places equal emphasis on capital preservation as well as capital growth to provide as steady and consistent returns as possible.
Mark has a Business Administration Diploma from Camosun College, completed the Canadian Securities Course and the Life Licensing Qualification Program (LLQP) and is regulated under the Mutual Fund Dealer’s Association (MFDA), the BC Securities Commission, and the Insurance Council of BC.
In consultation with you Mark will:
- Listen to your needs and gather information to formulate a plan
- Devise an investment strategy to reach your short and long-term goals within your comfort level
- Make effective recommendations for your investments to maximize risk-adjusted returns
- Provide ongoing service to ensure your portfolio continues to meet your investment objectives
- To ensure all trading instructions are processed in a timely manner on your behalf
- Monitor and interpret economic conditions to provide ongoing timely advice
- A plan to ensure you will have enough to retire
- A plan to help fund your children’s education
- A plan to maximize your after-tax income in retirement
- A plan to protect your family in the event of premature death, disability, or onset of a critical illness
- A plan to maximize the after-tax value of your estate
- To continue to upgrade my skills and education
- To always put your interests first and foremost
- To always conduct business with honesty and integrity
- Referrals to other professionals to help you in other areas such as Estate Planning, Wills or Taxation
