Mark Bertoli CPCA
SENIOR INVESTMENT ADVISOR
Mark was born and raised in Kamloops, B.C., attended post-secondary education in Vancouver and has spent time working as a director on national and international boards. Mark’s home base is Kamloops as he enjoys the people and the recreational activities of the area. His background is business and he owned and operated several successful businesses through the Interior of the province – from operational companies to commercial real estate development firms.
With his business experience, Mark brings a hands-on approach to tax as well as corporate and estate planning for his clients. He joined Abbott Wealth Management Inc. in 2003 as a full partner and has worked with his associates to bring the company to where it is today. Most recently, Abbott Wealth Management was honoured as the Business of the Year and Community Service Award Winner by the Kamloops Chamber of Commerce at the 2019 Business Excellence Awards.
Mark is very proud of his family; he and his wife Donna are very busy with their two. He has been very involved in the community and is dedicated to making the world a better place through his work with Rotary International. He is the past President of Kamloops West Rotary and served six years on the Board. Mark was the first major donor to the Rotary Foundation in Kamloops’ history, was the 2012 Rotarian of the Year, received the District Service Award, and was awarded the Presidential Citation from Rotary International.
Mark is dedicated to his clients, family and associates helping to improve lives and takes great pride in using his experience to aid in their success.