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.

View more options

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.

Learn more

Stay informed

See more articles

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.

#WealthProtection

*Certain terms and conditions may apply. Contact me for more information.

See more articles

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

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Email

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.