Mark S. Kent
Mark Kent has over 25 years of experience in the financial services industry. Founded Portfolio Strategies Corporation (mutual fund dealer) Nov 1994, and Portfolio Strategies Securities Inc. April 2008. Prior to PSC Mark was the Alberta provincial trading officer for a national mutual fund dealer.
Mark is a CFA charterholder (1999) and has completed the Canadian Securities Course, RR Exam, Partners Directors and Senior Officers Course, Branch Managers Exam, Canadian Investment Funds Course, and the Canadian Futures Exam 1 & 2.
Mark has been active in numerous industry groups for many years:
- Fundserv Standards Steering Committee – October 2006. This committee meets monthly and is one level below Fundserv’s Board of Directors. We work to increase efficiencies in the mutual fund industry to reduce management expense ratios and lower costs to the end consumer.
- Advocis Subcommittee on Investment – Review and give opinions on Securities Commission, IIROC and MFDA policy changes, rule initiatives etc. Participated in KYC working group, and mutual fund risk rating working group. We presented our findings to the Ontario Securities Commission August 2011.
- Also a Member in good standing and has been an active participant with the Federation of Mutual Fund Dealers and the Independent Financial Brokers Association.