Team Members
Hong WangSr. Branch Office Administrator
FINANCIAL ADVISOR
Mark Cai
CFP®, CIM®, FCSI®, DFSA™
7300 Warden Ave, Suite 206, Markham, ON L3R 9Z6opens in a new window
Focus Areas
- Business owner considerations
- Business retirement plans
- Estate and legacy strategies
- Intergenerational planning
- Retirement income strategies
- Wealth protection strategies
About Mark
We live in a world of immediate gratification and short-term solutions. In my work, I help people remember the value of thinking more long-term. We begin by talking about goals and usually discover once we dive in that many of them – education costs, a new home, a comfortable retirement – are down the road. That means now is the time to plan for them financially.
As a CFP® professional, I offer comprehensive advice to my clients. I'll explore the world of investment options and other solutions to build a financial strategy to encompass the entire picture, after gaining a thorough...
As a CFP® professional, I offer comprehensive advice to my clients. I'll explore the world of investment options and other solutions to build a financial strategy to encompass the entire picture, after gaining a thorough...
Personal Interests
- Reading
- Fishing
- Movies & Entertainment
- Spending Time with Family
- Skiing
Send Me a Message
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Location
MarkhamMore to explore
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