Empowering Your Financial Future, One Relationship at a Time.
At Markham Centre Financial Services Inc., we believe that financial well-being is the key to a fulfilling life. As a Sun Life Financial Managing General Agency, we have a strong partnership with other industry-renowned insurance, investments, asset management, and taxation companies nationwide.
Our team of professionals, comprising certified financial planners, chartered accountants, and chartered financial analysts, has extensive knowledge and expertise obtained through years of experience in the financial industry. They are dedicated to providing individually tailored services to ensure that our clients receive the best service and truest advice that this industry has to offer.
Our Services
At Markham Centre Financial Services Inc., we offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our services include:
Insurance
- Auto / Home / Commercial Insurance
- Participating Whole Life Insurance
- Critical Illness Insurance (CII)
- Long Term Care Insurance (LTCI)
- Personal Health Insurance (PHI)
- Visitors Travel Insurance
- Travel Insurance (For Canadian)
- Offshore Policy Coverage
Investment
- Real Estate Funds
- Commercial Mortgages
- Publicly Traded Stocks, Bonds & Mutual Funds
- Private Equity & Private Debt
- Segregated Funds
- Tax Free Savings Account (TFSA)
- Registered Retirement Savings Plan (RRSP)
- Registered Education Savings Plan (RESP)
Taxation
- Development of Family Office
- Asset Reporting
- Financial Management System
- Personal Taxation Services
- Corporate Taxation Services
- Business Incorporation Services
- Trust, Estate and Succession Planning
- Social Benefits Application
Why Choose Us
At Markham Centre Financial Services Inc., we are committed to providing our clients with exceptional service and personalized advice. Our team of professionals is dedicated to helping individuals and businesses achieve their financial goals, and we take pride in our ability to provide clients with peace of mind when it comes to trusting us with their financial plans.
Locations
We have multiple locations in Canada, including Toronto, Oakville, Aurora, Vancouver, Prince Edward Island, and Halifax.
Join Our Team
We are always seeking talented individuals with a passion for the financial industry to join our team. If you are looking for a challenging and rewarding career, please visit our website to learn more about our job opportunities.
Customer Service and Products
The reviewers are highly satisfied with the customer service and range of products offered by their financial advisor. They praise the professionalism and personalized attention provided by experts like Derek Zhao and Eric Li. The range of products and services includes insurance, investments, and tax assignments, which are carefully tailored to meet the unique needs of each customer.
Recommendations and Results
The reviewers are impressed with the financial advisors' ability to recommend a wide range of financial and protection needs, resulting in effective solutions for their clients. They attribute their successful investments to the expert guidance of professionals like Eric Li, who is described as the "best advisor in the world".
Overall Experience
The overall experience of working with the financial advisors is exceptional, with all reviewers awarding 5-star ratings. They appreciate the dedication, expertise, and customer-focused approach of the advisors, which has earned their high recommendation.
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