Mark Yip Email & Phone Number

Mark Yip

Senior Wealth Advisor at Servus Wealth Strategies/Credential Securities Inc. | Edmonton, Alberta, Canada

Mark Yip Socials
About Mark Yip

As a Senior Wealth Advisor at Servus Wealth Strategies and Credential Securities Inc., Mark S Yip leverages over 25 years of comprehensive experience in banking, investment management, and retirement planning to deliver tailored financial solutions to his clients. In his current role, Mark specializes in developing holistic wealth management strategies that align with his clients' unique financial goals, whether they are planning for retirement, wealth transfer, or sustainable investing. His expertise encompasses a broad spectrum of services, including investment portfolio construction, risk management, and estate planning, all designed to simplify complex financial concepts and empower clients to make informed decisions.

Mark is particularly passionate about integrating socially responsible investing (SRI) into his clients' portfolios, ensuring that their investments reflect their values while pursuing competitive returns. As an IIROC-licensed advisor, he is well-versed in regulatory standards and adheres to the highest levels of fiduciary responsibility, providing clients with confidence and peace of mind. His proficiency in investment strategies, including separately managed accounts and income-for-life planning, allows him to craft customized solutions that optimize wealth growth and income stability.

Throughout his career, Mark has successfully managed high-net-worth individuals and families, guiding them through sophisticated financial landscapes with a focus on transparency and clarity. His commitment to ongoing education and industry best practices ensures that his clients benefit from the latest insights in financial analysis, wealth management, and socially responsible investing. Ultimately, Mark’s goal is to help Albertans achieve financial security and peace of mind by simplifying the wealth management process and delivering easy-to-understand, effective financial strategies.

Mark Yip Work
1 experience icon

Senior Wealth Advisor at Servus Wealth Strategies/Credential Securities Inc. in October 2012 to Present

2 experience icon

Financial Advisor at ATB Securities Inc. in September 2005 to October 2012

3 experience icon

Small Business Advisor at CIBC in January 2003 to September 2005

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Mark Yip Education

University of Alberta, B.Sc., September 1996 to September 2026

Mark Yip Skills

Wealth Management

Investments

Retirement Planning

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Frequently Asked Questions about Mark Yip

What is Mark S Yip email address?

Email Mark S Yip at [email protected]. This email is the most updated Mark S Yip's email found in 2026.

How to contact Mark S Yip?

To contact Mark S Yip send an email to [email protected]. (updated on March 15, 2025)

What company does Mark Yip work for?

Mark Yip works for Servus Wealth Strategies/Credential Securities Inc.

What is Mark Yip's role at Servus Wealth Strategies/Credential Securities Inc.?

Mark Yip is Senior Wealth Advisor

What is Mark Yip's Phone Number?

Mark Yip's phone (416) ***-*208

What industry does Mark Yip work in?

Mark Yip works in the Financial Services industry.

Mark Yip Email Addresses

Mark Yip Phone Numbers

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