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Mark Therriault, Financial Advisor & Director, Insurance Services
Nicola Wealth
1508 West Broadway, Vancouver, B.C., V6J 1W8
Team Assets (Custodied)
$542-million
Typical Size of Household Accounts
$2-million -
$6-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$4-million -
$15-million
Mark Therriault joined Nicola Wealth in 2006 as an assistant. After several years holding this role, he pursued an opportunity to advance, eventually becoming a financial advisor and shareholder in the firm.
He is a member of the Nicola Wealth Planning Team, and recently stepped up to lead Nicola Wealth’s insurance division as a Director, where he plans on driving our knowledge to help Canada’s most affluent families effectively transfer wealth to the next generations.
In just 15 years, Mark has come to manage well over $600 million in assets, while also managing to consistently be one of Canada’s top producing insurance advisors.
Mark prides himself being a trusted advisor, providing an exceptional experience to clients while quarterbacking their financial affairs. By building strong relationships and familiarizing himself with their individual circumstances and ambitions, Mark recommends strategies that will serve them best – now and in the future.
Beyond his day-to-day responsibilities, Mark is a host of Nicola Wealth’s podcast, “The Wealth Exchange,” leading conversations around entrepreneurship.
Mark earned a Bachelor’s degree in Economics with a minor in Finance from the University of Calgary. He went on to secure his Certified Financial Planner (CFP®) designation, and also completed the Chartered Investment Manager (CIM®), Canadian Securities Course (CSC®), and the B.C. Life Insurance License.
Mark serves on the Nicola Wealth Gives Back Charity Committee, helping to direct the firm’s corporate donations and charitable partnerships. Outside of Nicola Wealth initiatives, Mark has supported many deserving causes. He has led several successful fundraising efforts by climbing Mt. McKinley for Hope for the Nations (empowering children-at-risk) and cycling from Vancouver to Kelowna for Bulembu, a foster community in Africa.
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