Management Team

Mark Schulhof

Mark A. Schulhof is the President of Cara Financial Inc. Mark started his career in the Life Insurance and Financial Planning Profession in 1985. He continues to pursue opportunities to enhance his knowledge and professional accreditations and is licensed to transact business in British Columbia and Alberta.

Mark specializes in the areas of Business and Estate strategies and he is also extremely knowledgeable in the areas of Living Benefits (Disability, Critical Illness and Long Term Care Insurance) and Employee Benefit Plans.

Mark is an Independent Financial Consultant and as such offers his
Clients’ professional, unbiased and objective advice

Prior to entering the insurance and financial planning profession, Mark was an independent business owner, operating a successful two-way communication company. His company employed 30 people including administrative, sales and service technicians. As a result Mark has had direct experience with business and succession planning, as well as directors, executives and employees needs and benefits.

Mark continues to enhance his industry knowledge and professional accreditations and believes very strongly in helping to elevate the insurance profession to the highest level of integrity.

Industry Education:

• LUATC Life Underwriters Training Course
• CLU Chartered Life Underwriter
• CH.F.C Chartered Financial Consultant
• CFP Certified Financial Planner
• RHU Registered Health Underwriter
• IFIC Canadian Investment Funds course - Mutual Funds licence

Licences Held:

• Life Insurance
• Accident & Sickness
• Segregated funds for British Columbia and Alberta
Sponsored by Canada Life

• Mutual Funds For British Columbia
Sponsored By World Source Management

Associations & Memberships:

• CAIFA Canadian Association of Insurance and Financial Advisors
• CALU Council for Advanced Life Underwriters
• MDRT Million Dollar Round Table
• CLU The Institute for CLU & C.h.F.C
• CFP Certified Financial Planner
• Vancouver Estate Planning Council

Industry Awards & Achievements:

• Court of the Table
• MDRT
• National Quality Award

Industry Involvements: (past & present)

• Moderator – CAIFA Exams
• CAFP - Committee work involved in Professional Days
• Advocis - Committee work involved in Professional Days also involved in sponsorship fund raising

Community Involvements:

Mark Supports various charities and local community initiatives

Interests:

• Cooking
• Music
• Reading
• Recreation (swimming, skiing, roller-blading)
• Movies

Family:

Mark has been very happily married for 10 years to Suzanne, Administrative Coordinator for the Physician Health Program of BC. He is very involved in his community and enjoys life to its fullest.