Mark Yip
Senior Wealth Advisor at Servus Wealth Strategies/Credential Securities Inc. | Edmonton, Alberta, Canada
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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.
Senior Wealth Advisor at Servus Wealth Strategies/Credential Securities Inc. in October 2012 to Present
Financial Advisor at ATB Securities Inc. in September 2005 to October 2012
Small Business Advisor at CIBC in January 2003 to September 2005
Personal Banking at TD Canada Trust in January 2000 to January 2003
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University of Alberta, B.Sc., September 1996 to September 2026
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Wealth Management
Investments
Retirement Planning
Strategic Financial Planning
Banking
Financial Advisory
Mutual Funds
Loans
Securities
Financial Analysis
Financial Services
Wealth
Investment Advisory
Financial Planning
Small Business
Finance
Investment Strategies
Seniors
Chinese
Behavioural Investment Councilling
Oil & Gas Industry
Agriculture
Socially Responsible Investing
Etfs
Separately Managed Accounts
Wealth Management Services
High Net Worth Individuals
Holistic Financial Planning
Tax Efficiency
Income For Life
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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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