Mark Scime

Advisor @Sun Life

Etobicoke, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2018 — Present

Advisor @Sun Life

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Next to your health, what’s really important in life? It is planning for your financial future, your family’s future, your business, and yes, your legacy. With a proven track record in the financial services industry, and as an advisor, Mark has a profound appreciation for the challenges clients face. By combining this experience with an exhaustive knowledge of financial strategies, Mark defines the right strategy for each client’s situation. But he doesn’t do it alone. Mark has access to some of the best and brightest minds in this business — a team of specialists at Sun Life Financial. Complete financial planning services for individuals and small businesses. Services include investment and risk management, tax planning, cash management, retirement and estate planning. Jumpstart your financial plan and investment strategies, no matter your age. Mark’s here to help. Call 64••••••28

EDUCATION

N/A

Canadian Institute of Certified Executor Advisors

CEA, Certified Executor Advisor

1978 — 1982

Queen's University

Honours Bachelor of Arts (HBA)

2015 — 2016

Advocis

Certified Financial Planner

N/A

Advocis

Chartered Life Underwriter (CLU)

SKILLS

InsuranceFinancial PlanningInvestmentsTax Saving StrategiesStrategic Financial PlanningFinancial ServicesTfsaFinanceStrategic PlanningRisk ManagementPortfolio ManagementRrsp - Registered Retirement Savings PlanManagementResp, Registered Education Savings PlanTrainingBusiness DevelopmentBankingStart-UpsLeadershipDue DiligenceBusiness StrategyExecutive ManagementBudgetsProgram ManagementFinancial RiskAccountingMergers & AcquisitionsFinancial AnalysisBusiness PlanningFinancial ModelingTaxCoachingNegotiationConsultingCorporate FinanceManagement ConsultingProduct DevelopmentBusiness AnalysisLoansPricing

ABOUT MARK SCIME

Mark scime has worked in the financial services industry for over 30 years guiding…

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Mark Scime — Advisor at Sun Life in Etobicoke, ON, CA | Unifers