Mark Hua
Job title: Financial Planner, Sun Life | Hua Financial Solutions, B.Sc., CFP®, CHS™, CIM
Languages spoken: English
Trustworthy advice you can count on
Building for your future
Coordinated planning, asset protection and steady growth.
I believe in the value of professional financial advice, preparing for the unexpected and building towards a brighter future.
I partner with a team of insurance, tax, estate, and financial planning professionals with decades of combined experience. I can help you identify opportunities, as well as risks that you may be exposed to.
I help Clients:
- create comprehensive Financial Plans
- protect their family's future through life, critical illness or disability insurance products,
- review their investments (RRSPs, TFSAs, LIRAs, corporate investment accounts), and provide value added solutions
- protect their businesses, and
- transition into retirement (RRIFs or LIFs)
Contact me for a complimentary assessment.
When we meet
Financial discovery process - This is when I take the time to understand your present situation, short-term goals and long-term needs.
Professional engagement - Depending on the complexity of your situation, I may engage other professionals to develop a comprehensive plan.
Recommendations - Based on the financial information you provide, as well as your needs and goals, I will provide recommendations.
Action and follow up - Should you decide to proceed, I would assist with implementation of any of our recommendations. I’ll regularly follow up to monitor and adjust the plan as your life progresses and changes.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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