McIver Wealth Management Consulting Group
Mark Jasayko, MBA, CFA
Associate Portfolio Manager
Email: Mark.Jasayko@RichardsonGMP.com
Tel: (604) 678-6562
Mark began his career in commercial banking before moving to the investment side of the financial services industry where he worked for a number of leading mutual fund and hedge fund companies. In his role at the McIver Wealth Management Consulting Group, Mark leverages this extensive experience as well as an education that includes undergraduate and graduate degrees in finance and economics. He has also attained a number of designations including Chartered Financial Analyst (CFA), Certified Investment Manager with Honours (CIM), Derivatives Market Specialist (DMS), and Fellow of the Canadian Securities Institute (FCSI). Through continued learning, research, and professional experience, he has gained a comprehensive knowledge of market history, investment styles and philosophies, and current trends in asset allocation techniques.
A life-long Vancouverite, Mark was born and raised on the North Shore and currently resides in Yaletown. In his spare time, Mark pursues international travel and has been an avid athlete since childhood.
Tricia McIver, CA, CFP, TEP
Associate, Wealth Planning
Email: Tricia.Mciver@RichardsonGMP.com
Tel: (604) 678-6565
Tricia began her career as a Chartered Accountant with a major accounting firm in 1985 and has over 18 years of experience in the financial industry. Tricia's primary role at the McIver Wealth Management Consulting Group is to work with clients to preserve family wealth by providing advice, direction and action on business and family succession planning issues.
Tricia's 14 year tenure in public accounting includes 10 years experience in the area of tax, specializing in corporate reorganizations and estate and succession planning, focusing on issues affecting private company owners and high net-worth individuals and families. Later, Tricia spent 4 years with a major life insurance company, providing tax and estate planning advisory services to insurance and financial advisors, assisting them, their clients and their clients' professional advisors with wealth and insurance planning initiatives.
Tricia holds a Bachelor of Arts, Honours Business Administration, from the Richard Ivey Business School at the University of Western Ontario. She is a Chartered Accountant and holds both the CFP (Certified Financial Planner) and TEP (Trust and Estate Practitioner) designations. Tricia has completed both the CICA In-Depth Tax Program and the CICA Tax Specialty programs in Corporate Reorganizations and Wealth Preservation. Tricia has also acted as a group leader for the CICA In-Depth Tax Program and has been a frequent speaker at professional and industry seminars.
Tricia is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of B.C., the Canadian Tax Foundation, the Financial Planners Standards Council and the Society of Trust and Estate Practitioners.
Karm Bhatti
Associate
Email: Karm.Bhatti@RichardsonGMP.com
Tel: (604) 678-6563
Karm is a graduate of the Corporate Finance Program at the British Columbia Institute of Technology (BCIT). As an Associate, Karm works closely with Neil to guide affluent, high-net worth and ultra-high-net-worth clients through the wealth management process. This process begins by meeting with each investor to understand their unique needs and then developing customized solutions to address investment, risk tolerance, time horizon, tax, estate, philanthropy, insurance and business succession planning. Karm also oversees all marketing and client communications for the McIver Wealth Management Consulting Group.
Karm is continuing to expand her investment education in the field of business development, marketing and wealth management through BCIT and the Canadian Securities Institute.
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