Mark Bertoli CPCA
SENIOR INVESTMENT ADVISOR
Insurance Advisor
Mark was born and raised in Kamloops, B.C., attended post-secondary education in Vancouver, and has served as a director on both national and international boards. Kamloops remains his home base, where he enjoys the people and the recreational opportunities the region offers. With a background in business, Mark has owned and operated several successful companies throughout the Interior of the province, ranging from operational ventures to commercial real estate development firms.
With his extensive business experience, Mark brings a hands-on approach to tax planning, as well as corporate and estate planning for his clients.
Mark and his wife, Donna, are proud of the life they’ve built together—rooted in community, entrepreneurship, and the success of their two children. He has also been highly involved in Rotary International, where he has dedicated years to both service and leadership. Mark was the first major donor to the Rotary Foundation in Kamloops’ history and has since received awards such as the 2012 Rotarian of the Year, District Service Award, and was honoured with the Rotary International Presidential Citation for his leadership and service.
Mark remains dedicated to his clients, family, and community, taking great pride in using his experience to help improve lives and support the success of those around him.
Insurance products are sold via Harbourfront Estate Planning Services Inc. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage; please inquire for more information.
