MEET YOUR PRIVATE WEALTH ADVISOR
#302 – 1726 Dolphin Ave
Mark Ameerali was born and raised in Vancouver, BC. A graduate of the Sauder School of Business with a degree in Finance, he is dedicated to achieving success at the highest level.
After a number of years working with high-net-worth and institutional clients, he left Vancouver for Seoul, S.Korea to pursue his CFA Charter in Asia and now holds the CFA designation. After returning to Canada he pursued and was awarded the CFP designation as well.
Having worked with a number of different banks and financial institutions, Mark decided that he could best serve his clients by offering them something truly different. For him, the private capital market is the ideal alternative solution. Mark is passionate about client education and empowerment.
Mark is the author of Common Cents: 12 Money Lessons You Should Have Learned In School and Perfect Cents: 15 Key Lessons To Financial Freedom. He also volunteers at the local college teaching a course called “My Money Cents”. He donates all of the proceeds from his books to building schools for disadvantaged children in impoverished countries. He is also a strong supporter of Kiva.
Mark lives in Kelowna with his wife Jacqueline and his three children Michael, Benjamin, and Ashleigh. He enjoys playing football, snowboarding, motorcycling, and going to the movies. Mark and his family enjoy spending winters in sunny destinations.
Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.
Our Corporate Finance team focuses on identifying what we consider to be the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.
Our investments are continually evolving as opportunities and markets change. Each offering tells a different story. Please take some time and ask one of our Private Wealth Advisors about some of the previous investments that Raintree placed into the market.