Mark Hua

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Financial Planner, Sun Life | Hua Financial Solutions, B.Sc., CFP®, CHS™, CIM®

Languages spoken: English

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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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, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported

Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.

Reach out if you'd like to discuss strategies that could support your legacy goals.

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://advisor.sunlife.ca/mark.hua/

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Office information

Hua Financial Solutions

Phone:

(403) 862-3388

Email:

mark.hua@sunlife.com

Address:

5419 Varsity Drive NW,, Calgary, AB, T3B 2Z8 Canada

Let’s connect

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