Mark Lotocky CPA, CFP

Associate Financial Planner

Mark read his first financial planning book at fourteen and has been hooked ever since. Early in his career Mark turned his attention to the world of accounting. A love for numbers and solving problems taught him the in and outs of tax and how corporations work. As a Chartered Professional Accountant (CPA), he realized that there is more to life than just filling out the correct tax forms. Mark ventured into Fee-only Financial Planning in 2019, knowing that with his knowledge he can add value to people's lives.

As a CPA Mark has worked for small businesses, mid-sized corporations, and the government. He now brings his focus to the challenging world of personal finances. 

Mark grew up on the peninsula where he played hockey, lacrosse, and football. His interest in sports continues but has taken on an individual focus where he practices martial arts, weightlifting, and biking when the sun shines. When he isn’t outdoors enjoying the beauty of Vancouver Island, you can find him with a book or with friends playing strategy tabletop games.