Tony Markin CPA, CA, FEA, CFP, TEP
Langley,BC
Summary
Results-driven leader with a positive attitude and a passion for providing high-quality advice and guidance to clients. Demonstrated ability to identify customer needs, resolve conflicts, and build strong relationships. Possesses excellent problem-solving, communication, and interpersonal skills to effectively address challenges and deliver exceptional service.
Overview
14
14
years of professional experience
Work History
Senior Advisor
National Bank Private Banking 1859
10.2021 - Current
- Helps UHNW individuals and enterprise families build and execute wealth management and business continuation strategies based on their unique goals and objectives.
- Assists clients with financial planning to meet financial goals.
- Integrated planning for commercial & private banking clients
- Business development activities
Senior Total Wealth Planner
Scotia Wealth Management
03.2020 - 08.2021
- Provided estate, financial, tax & wealth management planning to wealth management clients.
- Wrote detailed planning memos to clients' professionals for implementation purposes.
- Acted as a technical resource to investment advisors and junior planners in areas of financial, estate and succession planning.
Financial Advisor & Consultant
Nicola Wealth Management
02.2019 - 03.2020
- Portfolio construction, investment wealth management.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted other advisors and planners with complex tax and estate planning issues.
- Provided training and case studies to advisor group.
Vice President HNW Business Owner Specialist
RBC Wealth Management, Dominion Securities
11.2010 - 02.2019
- Comprehensive integrated holistic planning for business and enterprise families and HNW/UHNW clients.
- Developed solutions and worked with the client's accountants and lawyers in their implementation.
- Managed planning engagements with multiple partners
Education
FAMILY ENTERPRISE ADVISOR PROGRAM (FEA) -
Family Enterprise Canada
MBA - Finance & Global Asset & Wealth Management
SFU
VancouverIndepth Tax Course -
CICA
Certified financial planner (CFP) -
FP Canada
Tax and estate practitioner (TEP) -
STEP
Chartered Accountant designation (CPA, CA) -
ICABC
Bachelor of commerce (B. COMM) -
UBC
Skills
- Training & client education facilitation
- Investment planning
- Wealth management
- Financial, tax, estate, and business succession planning
- Sales expertise
- Strategic planning
- Project management
- Business development
- Relationship building and management
Timeline
Senior Advisor
National Bank Private Banking 1859
10.2021 - Current
Senior Total Wealth Planner
Scotia Wealth Management
03.2020 - 08.2021
Financial Advisor & Consultant
Nicola Wealth Management
02.2019 - 03.2020
Vice President HNW Business Owner Specialist
RBC Wealth Management, Dominion Securities
11.2010 - 02.2019
FAMILY ENTERPRISE ADVISOR PROGRAM (FEA) -
Family Enterprise Canada
MBA - Finance & Global Asset & Wealth Management
SFU
Indepth Tax Course -
CICA
Certified financial planner (CFP) -
FP Canada
Tax and estate practitioner (TEP) -
STEP
Chartered Accountant designation (CPA, CA) -
ICABC
Bachelor of commerce (B. COMM) -
UBC
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