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Senior Wealth Advisor & Portfolio Manager

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English, Polish

Mark joined the investment industry as a Wealth Advisor in 1992 after graduating from the University of Calgary with a Bachelor of Commerce degree. He has been focused and committed to implementing strategic and comprehensive wealth management solutions for individuals, business owners, professionals, and families for 33 years. Mark has continued to develop and expand his investment expertise through advanced education and professional development that makes him stand out in the financial industry. He is a Portfolio Manager (PM) since 2007, Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and a licensed Insurance professional. 

Mark and his team are passionate about offering their clients highly customized advice and solutions. They are truly humbled by the trust and knowledge of their clients and strive to put their heart into everything they do. Mark uses a very personal and focused approach to help his clients with their unique goals through strategic investment management solutions that are transparent and easy to understand. 

Throughout the years, Mark has been actively connected in Medicine Hat and the surrounding community in his involvement of various charities and social groups including past President of the Cypress Club, City of Medicine Hat Community ARP Committee and Historical Resources Committee. 

Mark is a man of integrity and is dedicated to his family and friends in his personal life. He has been happily married to his wife Jody for over 28 years and a dedicated father to their four wonderful children, three sons Luke, Adam and Samuel and daughter Antonina. He enjoys running, cycling, skiing, travelling and exploring new cultures and food and spending quality time with his extended family. 

Insurance products and services are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF), and Insurance products and services are not protected by the CIPF.

Wealth Advisor

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English

Sam joined the investment industry as a Wealth Advisor after graduating from the University of Alberta in 2023 with a Bachelor of Commerce degree with a major in finance. He continues to develop and expand his investment expertise through advanced education and consultation.

Sam is committed to service excellence and partnership with Mark and the whole team to offer our clients highly customized advice. His role is to collaborate and support our team offering in wealth and portfolio management through our partners in estate, tax, and financial planning.

Outside of his role as a Wealth Advisor, Sam enjoys being creative through art and music. He is an avid concertgoer, and revels in traveling and new experiences. As well, he enjoys living an active lifestyle by playing various sports and a regular routine of exercise and weightlifting. Most importantly, Sam likes to spend quality time with his family and friends.

Wendy Beck

Senior Wealth Associate

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English

Wendy grew up in a farming community northeast of Medicine Hat and made the city her permanent home in 1979. Prior to joining CIBC Wood Gundy and its predecessors in 1994, she worked in the travel industry and took every opportunity to explore the world. Wendy worked with Mark from 1994 to 2007, and after pursuing other responsibilities in the branch, she came full circle in 2018, returning to join Mark's team. She has now proudly celebrated her 30th year in the industry. 

Wendy provides administrative support for the team and our clients. This includes preparing for client meetings, maintaining current documentation and working closely with our clients to ensure their day-to-day needs are met.

Wendy has a Golden Doodle, Archie, to keep her busy. She loves reading, listening to music, crocheting, horseback riding and spending time with her great nieces/nephews.

Karlee Moch, B.Comm

Wealth Associate

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English

Karlee obtained her Bachelor of Commerce degree majoring in Finance from the University of Saskatchewan in 2014. For the past 11 years Karlee has worked within the financial services industry specifically with investments and insurance. Her years of involvement within these facets of the financial industry have provided Karlee with a strong foundation of knowledge and experience that will benefit her career within The Dumanowski Investment Group.

As a Wealth Associate, Karlee's role is to provide excellence in service and support to our clients' day to day needs both administratively and assisting Mark in areas of wealth management, insurance, estate needs, tax and financial planning.

Karlee is a hometown girl whose family has lived in the Medicine Hat area including Southern Alberta and Southwest Saskatchewan for the past century. She grew up on an acreage and has lived both the country and city life and happily owns her two beloved kittens, Ellie & Beans. Karlee lives an active lifestyle and enjoys her workouts and playing volleyball. She is an avid and talented musician, playing numerous instruments including piano, guitar and drums.

Shelby Meyer, BBA

Associate

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English

Shelby holds a Bachelor of Business Administration from Mount Royal University at Medicine Hat College. She is passionate about providing exceptional service to clients while supporting Mark and Sam as Wealth Advisors and the Team. Originally from Saskatchewan, Shelby grew up on an acreage, fostering a deep-rooted commitment to community involvement.

Her dedication to giving back has been a constant throughout her life. She has contributed by teaching financial literacy to elementary school students, building beds for children new to Canada, and volunteering with MS Canada events.

In 2024, Shelby and her husband, Dalton, purchased a home and are excited to call Medicine Hat their community. Outside of work, Shelby enjoys a wide range of activities including music, trivia, reading, gardening, cooking, golfing, kayaking, and spending time outdoors with their pet yellow lab, Toby.

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