Talk to sales Try for Free
Mark Mountjoy, CFP CEA

Mark mountjoy, cfp cea

bookmark on deepenrich
location of Mark Mountjoy, CFP CEAFergus, Ontario, Canada
Phone number of Mark Mountjoy, CFP CEA+91 xxxx xxxxx
Followers of Mark Mountjoy, CFP CEA288 followers

  • Timeline

    Jan 2001 - Apr 2010

    Financial Planner & Insurance Representative

    Freedom 55 Financial
    Apr 2010 - Oct 2013

    Financial Planner

    BMO Financial Group
    Oct 2013 - Oct 2017

    Certified Financial Planner, Certified Executor Advisor

    Ostic Financial Group - Mutual Funds provided through FundEX Investments Inc.
    Oct 2017 - now

    Vice President

    Ostic Financial Group - Mutual Funds provided through Investia Financial Services Inc.
    Oct 2019 - Jun 2023

    President

    Ostic Financial Group
    Current Company
    Jun 2023 - now

    President

    Mountjoy Financial Inc.

  • About me

    President at Mountjoy Financial

  • Education

    • Ryerson university

      -

    • Lakehead university

      -

    • Confederation college

      -

    • Sheridan college

      -
      Finance

  • Experience

    • Freedom 55 financial

      Jan 2001 - Apr 2010
      Financial planner & insurance representative

    • Bmo financial group

      Apr 2010 - Oct 2013
      Financial planner

    • Ostic financial group - mutual funds provided through fundex investments inc.

      Oct 2013 - Oct 2017
      Certified financial planner, certified executor advisor

    • Ostic financial group - mutual funds provided through investia financial services inc.

      Oct 2017 - now
      Vice president

    • Ostic financial group

      Oct 2019 - Jun 2023
      President

    • Mountjoy financial inc.

      Jun 2023 - now
      President

  • Licenses & Certifications

    • Certified executor advisor

    • Certified financial planner