Meet our team

With a client-first attitude, Mark has developed a loyal clientele because he is accessible, informed and consistent.  He believes that your personal success will come from an open & honest relationship with realistic expectations that will provide certainty in an uncertain world.

Mark began his career at National Bank Financial in 1999 after graduating with a Business Diploma from Camosun College.  During his tenure Mark has obtained the Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations to exhibit his proficiency and adherence to professional standards. Mark is a licensed Wealth Advisor and Portfolio Manager serving clients in BC, Alberta, Ontario & Quebec.

As a Portfolio Manager, Mark joins a select group of Advisors who can offer discretionary management services to their valued clients.  The ability to make real-time decisions, without obtaining pre-trade consent for each transaction, is an important factor to reduce risk during periods of extreme market volatility.

Mark and his wife Jennifer are the proud parents of two children, Ella (age 12) & Teo (age 11).  With personal and professional roots firmly established, the Massullo Wealth Management Group was formed to provide the tools necessary to achieve your financial success.

Carter joined our team in August 2023 with a strong desire for growth. He is client-focused and quality-oriented. His goal is to provide excellent service to clients. Carter will be responsible for maintaining client records, handling day-to-day transaction requests, booking client meetings, and addressing client inquiries. 

He is currently pursuing a bachelor’s degree in business administration at Camosun College and taking the Wealth Management Essentials (WME) course. He is a licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO). Outside of the office, Carter enjoys reading, swimming in the ocean, and playing the piano.

Olivia joined the team in October 2024. She recently completed her Bachelor of Commerce Degree at the University of Victoria, specializing in Service Management. She is committed to understanding and addressing client needs, continually seeking ways to enhance their experience and strengthen relationships. Olivia is responsible for maintaining accurate client records, coordinating client meetings, and promptly addressing inquiries to ensure a seamless experience. Outside of the office, Olivia enjoys golfing, reading, and sewing.