Mark Quirk began his career in the financial services industry on September 22, 1998. Since then, he’s become a trusted financial professional to help individuals and families build, manage, and transfer wealth across generations. With a focus on comprehensive financial planning, Mark works closely with successful entrepreneurs and high-net-worth clients to create legacy-driven strategies that align with their values and long-term goals.
Mark holds a Bachelor of Commerce from the University of South Africa and a Mechanical Engineering Diploma from Germiston Technical College in South Africa. He earned the Certified Financial Planner (CFP®) designation through Advocis in 2002 and the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute in 2010.
Having fulfilled his childhood dream of emigrating to Canada and becoming a Canadian citizen, Mark takes pride in raising his family in a country he deeply values. Helping successful, self-made entrepreneurs preserve and transfer their wealth has been a highlight of his career. Now, as part of Optimize Wealth Management, Mark and his team are expanding their services to support even more families with expert, holistic planning.
Outside of work, Mark draws energy and balance from the karate dojo and the yoga mat. His greatest source of meaning comes from time spent with his family.
Mark believes that building and transferring wealth — like any major life decision — requires two things: a clear vision of the desired outcome and a sense of control throughout the process. With the support of professional affiliate teams, he helps clients achieve their financial dreams efficiently, effectively, and with confidence.
