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Mark Mountjoy, CFP CEA

Mark Mountjoy, CFP CEA

Financial Planner & Insurance Representative

Followers of Mark Mountjoy, CFP CEA300 followers
location of Mark Mountjoy, CFP CEAFergus, Ontario, Canada

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  • Timeline

  • 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