Mark Kotris, CFP, CLU, CHFC

Senior Financial Planner of Qopia Financial / Investment Advisor of Aligned Capital Partners Inc. Since the start of my career, my focus has been to consistently provide my clients with efficient and effective tax planning, while providing innovative investment advice as well as estate planning solutions. Having worked in the financial service industry for over 40 years, my expertise includes offering tax strategies and preparation, life, disability and employee benefits alongside RRSP, pension and non-RRSP investment planning. Having been dual licensed since 1985 has allowed me to provide further alternative investment options for my clientele. Throughout my career, I have been a member of ADVOCIS, the premier national association for professional financial advisors. As an engaged member of the Calgary chapter, I am a strong advocate for continuing education in all areas of financial, investment and estate planning for all practitioners.