About me
I’ll help you build a personalized financial security plan. Financial planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Certified Financial Planner
Cell: | 905-220-7860 |
I am passionate about my career and have worked in the financial service industry since 1992. I have experience in various financial instruments available to help protect, secure, and serve individuals, families, and businesses. I use my vast industry product knowledge from other countries including India, East Africa, and now Canada to help my clients achieve their financial goals and dreams.
I am a “number person”, I enjoy the creativity involved with the "number game". This helps add value for your dollars when we work together in a tax-efficient way. I always strive for 100% customer satisfaction. I speak English, Gujarati, Kutchi, Hindi and have a fair understanding of Marathi and Kiswahili.
To provide the best available solution, I work in conjunction with a team of financial professional experts in insurance, estate, retirement, business, and employee benefit planning.
Through my conversational approach of knowing my clients and their financial needs, I help my clients work toward achieving their personal financial success by making the right choice at the right time.
