Mark Gallien, CFA, CFP

In his 35 years as a professional in the investment industry, Mark has learned the importance of continuously building knowledge and abilities in a financial world that changes rapidly. He actively works to share his learnings with Burgundy’s clients and participates in many continuing education programs through organizations like the CFA Institute and the Canadian Institute of Financial Planners. Mark provides investment counselling to many of Burgundy’s long-term clients and their families, and he has significant experience dealing with the intergenerational transfer of portfolios.