Marcus Cao

Marcus Cao is a Wealth Planner at Western Pacific Funds Investment Inc. and has been an integral member of the firm since 2014. With decades of experience in wealth and estate planning, Marcus specializes in supporting high-net-worth individuals and families with sophisticated estate, succession, and legacy planning strategies.

A graduate of the University of Toronto, Marcus holds a Bachelor of Commerce and a Master of Business Administration. He began his career in Canada’s major financial institutions, including National Bank of Canada and BMO, where he developed deep expertise in business banking, financial planning, and client advisory services. Prior to joining WPF, Marcus operated his own practice, Cao Investment & Wealth Planning Ltd., providing comprehensive investment and estate planning solutions.

Marcus holds numerous professional designations, including the Canadian Securities Course (CSC), Certified Financial Planner (CFP®), Certified International Wealth Manager (CIWM), Trust and Estate Practitioner (TEP), and LLQP. His depth of knowledge, thoughtful approach, and commitment to client outcomes make him a highly valued advisory member of the Western Pacific Funds team.