Insurance should play a critical role in Risk Managing for your life and financial portfolio. Appropriate insurance coverage assist clients with estate planning needs to achieve their goals, and coverage should definitely be considered every time you review your financial portfolio with your trusted Advisor. At Markham Centre Financial, we believe in assisting our clients develop a long-term investment strategy with emphasis on quality and diversification selected as per the needs and risk preference of our clients.
Services
Markham Centre Financial Services Inc. is a Sun Life Financial Managing General Agency with strong and sustainable Partnerships with other industry-renowned Insurance, Investments, Asset Management, and Taxation companies Nationwide.
The dedicated team of professionals at Markham Centre Financial - from various Industry-accredited backgrounds such as Certified Financial Planners (CFP), Chartered Accountants/ Chartered Professional Accountants (CA/CPA), and Chartered Financial Analysts (CFA) - possessing knowledge and expertise obtained through years of experience in the Financial Industry, are ready to provide individually tailored services to ensure clients receive the best service and truest advice this industry has to offer.
The dedicated team of professionals at Markham Centre Financial - from various Industry-accredited backgrounds such as Certified Financial Planners (CFP), Chartered Accountants/ Chartered Professional Accountants (CA/CPA), and Chartered Financial Analysts (CFA) - possessing knowledge and expertise obtained through years of experience in the Financial Industry, are ready to provide individually tailored services to ensure clients receive the best service and truest advice this industry has to offer.
Insurance is an important element of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death when the unexpected happens. Insurance should play a critical role in Risk Managing for your life and financial portfolio.
At Markham Centre Financial, we believe in assisting our clients develop a long-term investment strategy with emphasis on quality and diversification selected as per the needs and risk preference of our clients.
We want our clients to feel at ease when they invest with us, and regardless of market turbulence that no one can control, we believe our strategy will be able to build and preserve your financial security and lead you towards achieving your financial goals.Takes the time to get to know each client and their family - their financial goals, investment style, risk tolerance, time horizon;.
We want our clients to feel at ease when they invest with us, and regardless of market turbulence that no one can control, we believe our strategy will be able to build and preserve your financial security and lead you towards achieving your financial goals.Takes the time to get to know each client and their family - their financial goals, investment style, risk tolerance, time horizon;.
Through getting to know your family and its unique structure, such as each family member's asset distribution and income stream, we are able to tailor a plan most suitable to your family dynamic, whilst protecting your hard earned assets, within the confines of the laws governing Taxation worldwide.
Holistic Approach - Service offering ranges from tax and financial planning, asset management, insurance, and estate planning, to trust, corporate services, and family wealth planning and management for all clients. Such an unparalleled holistic approach enables our team of professionals to tailor a practical, and sustainable, solution to protect and grow client's family wealth.
