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Conscientious Financial Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.


  Accomplished Senior Financial Planner at HSBC Life, recognized for strategic financial planning and fostering client trust through excellent communication. Elevated client portfolio returns while minimizing risks, and mentored junior planners, enhancing team performance. Previously excelled in customer service roles, demonstrating critical thinking and active listening across diverse industries.
  Service-oriented professional with 3.5 years of flight crew experience. Excellent history of using critical thinking and sound judgment to solve challenges. Personable and energetic with firm command of flight safety and regulations.
  Committed and hardworking Senior Team Leader with 5 years of experience. Well-rounded leader and swift problem solver with quick and effective solutions to wide array of issues.


Motivated Financial Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Although I had over 20 years of experience in the financial industry at the Citibank in Korea, I am eager to take on a new challenge in Canada, outside of Korea.
I have always been drawn to the financial industry for its dynamic environment and its essential role like a financial planning in people’s lives. With strong communication skills, a keen eye for detail, and a genuine interest in helping others manage their finances, I am eager to begin my career at a bank in Canada. I am confident that my dedication and willingness to learn will allow me to grow into a trusted professional who contributes positively to both customers and the organization.

Dedicated and results-oriented financial planner with over one year of experience providing comprehensive financial advice and customized solutions. Skilled in financial analysis, investment planning, retirement strategies, and risk management. Proven ability to cultivate client relationships and deliver tailored financial plans. Adept at collaborating with cross-functional teams, and committed to delivering outstanding client service in compliance with regulatory standards.

Mark Farmer

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Senior Financial Planner

Mobile Financial Planner

Manager Unit Trust Administration

Senior Financial Planner

Senior Financial Planner

Financial Planner

Superannuation Administrator

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Senior Financial Planner

Senior Financial Planner

Senior Financial Planner

Financial Planner

Mobile Financial Planner

Manager Unit Trust Administration

Superannuation Administrator

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