With over three decades of experience in the financial services industry, Mark Leslie is a seasoned Financial Advisor and long-standing CERTIFIED FINANCIAL PLANNER^® professional. He specializes in guiding affluent families through complex financial decisions, with particular expertise in tax planning, insurance strategies, and legacy planning for multi-generational households. 

Mark brings clients a comprehensive and well-rounded planning perspective. Licensed across securities, mutual funds, and insurance, his approach combines technical depth with an ability to simplify complexity. His background includes leadership as a Division Manager and several years teaching the CERTIFIED FINANCIAL PLANNER designation curriculum at both the University of Victoria and Camosun College—experience that strengthens his clarity as an advisor and educator. 

A long-time volunteer contributor to the advancement of financial planning in Canada, Mark was awarded the distinction of Fellow of FP Canada, an honour held by only a select group of professionals nationwide. 

Outside of work, Mark is an outdoors enthusiast who enjoys hiking, biking, and exploring new places. He has a personal goal of visiting 100 countries in his lifetime.

 

 

 

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