Business Details
15 Years
experience
Your Trusted Financial Partner in Markham, Ontario
Founded in 2011, Markham Centre Financial has established itself as a leader in risk and wealth management. Our team of industry-accredited professionals, including Certified Financial Planners (CFP), Chartered Accountants (CA/CPA), and Chartered Financial Analysts (CFA), brings decades of collective experience to deliver tailored financial solutions. We prioritize long-term client relationships, offering comprehensive services in insurance, investment strategy, and tax planning while emphasizing asset protection and estate succession.Our partnerships with nationally recognized insurance and investment firms enable us to provide access to specialized products and expertise. Through annual portfolio reviews and proactive tax consultation, we ensure clients' financial plans evolve with their changing life circumstances. Our commitment to transparency and client education empowers informed decision-making, while our focus on holistic planning integrates taxation, asset management, and legacy considerations into every strategy we develop.
Services
Insurance Planning
Investment Management
Tax Advisory
Estate Planning
Corporate Tax Services
Retirement Planning
Risk Management
Wealth Preservation
Family Office Services
Asset Reporting
Details
- Year established: 2011
Highlights and features
- Our team holds industry-leading certifications including CFP, CA/CPA, and CFA designations
- We offer annual portfolio reviews to adapt strategies to changing life circumstances
- Partnerships with nationally recognized insurance and investment providers ensure product diversity
- Holistic planning integrates tax optimization, asset protection, and estate succession strategies
- Proactive approach to regulatory compliance and cross-border financial reporting requirements
Associations and certifications
- CFP
- CA
- CPA
- CFA
Services
Insurance Planning
We provide comprehensive insurance solutions including life, critical illness, and long-term care coverage. Our advisors help clients protect assets while optimizing tax benefits through tailored insurance strategies. Services include policy reviews, estate planning integration, and annual coverage assessments.
Investment Management
Our investment consultants develop diversified portfolios aligned with client risk tolerance and financial goals. Services include TFSA and RRSP planning, segregated funds, and institutional-grade private equity access while considering tax implications and market conditions.
Tax Advisory
We offer specialized tax services for individuals and corporations including cross-border reporting, foreign asset compliance, and business incorporation strategies. Our experts help minimize tax liabilities while ensuring regulatory compliance through proactive planning.
Estate Planning
Our specialists create customized estate plans using trusts, wills, and insurance solutions to facilitate smooth wealth transfer. We help clients protect assets from probate fees and develop succession plans for family businesses and multi-generational wealth.
Corporate Tax Services
We assist corporations with tax compliance, structure optimization, and growth planning. Services include tax return preparation, regulatory compliance, business incorporation, and strategic tax minimization while leveraging available government incentives.
People
Pinaki Roychowdhury
CEO, THE LEA GROUP
With over 25 years of infrastructure project experience across 15+ countries, Mr. Roychowdhury specializes in transportation sector development. He leads large-scale engineering projects from concept to execution while managing international PPP frameworks.
Ronald Chiu
CPA, CA, MBA
A chartered professional accountant with dual MBA credentials, Mr. Chiu focuses on financial strategy development and corporate tax optimization. He brings expertise in cross-border financial planning and business succession strategies.
Questions
What insurance products do you specialize in?
We specialize in life insurance, critical illness coverage, long-term care policies, and travel insurance. Our advisors also help structure insurance for estate planning and tax optimization purposes.
How do you approach investment planning?
We create personalized investment strategies considering risk tolerance, financial goals, and tax implications. Our services include TFSA/RRSP management, diversified portfolio construction, and institutional investment access.
Do you help with cross-border tax compliance?
Yes, we assist with foreign asset reporting (Form T1135), CRS compliance, and cross-border tax planning to ensure proper declaration of international investments and income sources.
Can you assist with business incorporation?
Our experts guide clients through the incorporation process including name registration, legal documentation, and tax structure optimization to maximize corporate tax benefits and liability protection.
What estate planning services do you offer?
We develop comprehensive estate plans using trusts, wills, and insurance solutions. Our services focus on minimizing probate fees, facilitating smooth wealth transfer, and creating succession plans for family businesses.
Videos
Reviews (3)
Bolun Li
Jun 11, 2020
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Derek Zhao is very professional. He recommends wide range of financial and protection needs. Highly recommended.
James Zu
Oct 11, 2017
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Great customer service! They have a wide range of products and services you can choose. From insurance to investments to tax assignments, custom tailored to my needs.
Katie Pan
Aug 24, 2016
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The reason why I always do my investment in MCF is because of the best advisor in the world by the name of Eric Li.
