Mark Hua

Job title: Financial Planner, Sun Life | Hua Financial Solutions, CIM, QAFP™, CHS™, MFA-P, B.Sc.

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 (a complimentary service) 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.

Learn more

Stay informed

See more articles
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
RRIF: Registered Retirement Income Fund

RRIF: Registered Retirement Income Fund

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
Dollar-cost averaging: Making investing automatic

Dollar-cost averaging: Making investing automatic

Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.

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