Mark van Graft
Vice President, Business Development
Mark van Graft is a Certified Financial Planner and Chartered Investment Manager with more than 20 years’ experience in the financial services industry. Acting as a trusted advisor to his clients, Mark seeks to understand his client’s goals and concerns regarding their retirement, children’s education, insurance, taxes, and estate planning, and develops written financial plans to address these. He believes in constructing portfolios that invest in strong companies bought at fair prices and that have a history of predictable growth in earnings and dividends, which also ultimately leads to capital appreciation.