Mak Sidhu AMP, CPCA, FMA, FCSI
Mak Sidhu, AMP, CPCA, FMA, FCSI - BIO
Working in the financial services industry since 1993, Mak Sidhu has over 20 years of financial related expertise in the areas of mortgages, investments, insurance and all other banking initiatives. At Canada Trust, Mak held a position of a Financial Advisor where he had the opportunity to hone his lending skills and also provide his clients with various investment options including mutual funds. More recently, Mak worked as an Investment Advisor at Envision Financial where he looked after assets in excess of 34 million. Mak continued providing his clients with guidance and strategic financial planning in the areas of fixed income, corporate bonds, mutual funds, and individual securities. Because of the ever changing financial world, Mak enrolled in a variety of courses to enhance his list of professional designations. Some of the designations that Mak holds are the Accredited Mortgage Professional (AMP), Certified Professional Consultant on Aging (CPCA), Financial Management Advisor (FMA) and the Fellow of Canadian Securities Institute (FCSI). As an FCSI, Mak is the most qualified financial services professionals in the Canadian marketplace. It takes a high calibre type of person to become an FCSI. Only financial services professionals who have met the highest standards for education, ethics and experience make the grade. This is what distinguishes the FCSI from the bulk of other financial services designations in Canada.
As an experienced Mortgage, Insurance and Investment professional, Mak can provide not only mortgage lending services but also assist you with all around financial guidance ensuring that you are well taken care of; the bigger picture can be looked at to provide the best strategy for your personal financial well-being. Your needs and concerns are of the upmost importance and Mak's professional guidance will deliver the best results for your particular situation. Mak works for you, and your best interest is his number one priority.
