The Mark Loutet Group

About Mark

Mark Loutet graduated from the University of British Columbia in 1983, with a Bachelor of Commerce degree in Finance.  He then obtained his Chartered Accountant designation and worked in the accounting field for a C.A. firm and in private industry for the next 10 years. In 1994, he left accounting to pursue a lifelong career in the wealth management industry.

As a Certified Financial Planner professional (CFP®), Mark now has more than 26 years’ experience in the wealth management industry. His extensive knowledge and experience allows him to confidently provide proven retirement, investment, estate and tax planning solutions for a wide variety of financial situations.

Now associated with Optimize Wealth Management, Mark is enthusiastically ready to bring an even higher level of knowledge, service and products to his existing and new clients. Many of Mr. Loutet’s clients have retired or are near retirement age. The sustainable, proven track record of Optimize and their pension style of asset management is an ideal fit for his client base.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.