Every employee and representative of Cara Financial is committed to building ongoing and valuable relationships with each client; through respect, trust, timely service and continuous updates. Cara Financial will always be sensitive to the personal needs and wishes of each client and our goal is to exceed our clients' expectations by providing unsurpassed expertise, compassion and advice in all facets of our practice.
In order to achieve this, we provide access to an expanded team of specialists in other fields such as Law, Accounting, Banking and Medical. While strongly rejecting a cookie cutter approach, we will strive to offer clear and detailed options to assist you in making sound personal decisions and bring peace of mind and financial success.
In order to achieve this, we provide access to an expanded team of specialists in other fields such as Law, Accounting, Banking and Medical. While strongly rejecting a cookie cutter approach, we will strive to offer clear and detailed options to assist you in making sound personal decisions and bring peace of mind and financial success.
Services
The ‘family business' is an Icon in North America representing the growth in our industry and economy. However, family businesses are in jeopardy today, not so much because of burdensome taxes or corporate predators, but more so due to inadequate business planning. It is extremely rare for a family business to successfully transition to a third generation.
Planning for future financial security is an increasingly important aspect of all our lives. The key is doing it successfully. That requires wisdom and experience. It also means taking a balanced approach to the issue of investing. The financial planning process involves assessing your current situation and setting financial and personal goals before implementing financial decisions.
Mark A. Schulhof is the President of Cara Financial Inc. Mark started his career in the Life Insurance and Financial Planning Profession in 1985. He continues to pursue opportunities to enhance his knowledge and professional accreditations and is licensed to transact business in British Columbia and Alberta.
Everyone's situation is different, each deserving of a custom-made solution. While Canada Life is our primary insurance product supplier, no one company can always offer the best product in every situation. This is why Cara Financial offers products from every Canadian Insurance Company and Mutual Fund Company, as well as a selected list of Trust Companies and Banks.
Estate planning and Wills are not comfortable topics for most of us. Many people believe that only wealthy people need to plan their estates but this is no longer the case. Regardless of the size of your estate, only with careful planning can you be confident that your wishes regarding the distribution of your assets will be carried out for the greatest benefit of your heirs.
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