VP Financial

VP Financial

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As a Certified Financial Planner, my objective is understanding and learning about your personal goa I love spending quality time with my family and friends.

"The future belongs to those who believe in the beauty of their dreams." -Eleanor Roosevelt

I am a Certified Financial Planner. My passion is to help people, to do what is right for my clients and work with them building a roadmap to achieve their desired goals. I feel very happy and energetic when I see my clients achieving their short term and long-term goals. For me inner peace is very important that I get by helping and getting involved, I believe the most important things are to listen, understand, educate, set viable goals and inspire. I have decade of experience in working in financial sector wore different hats through out my career. I worked as an Accounting Manager, Financial Advisor and Tax Advisor. I enjoy helping people achieving their personal and financial goals. I prepare customize plans for my clients focusing on tax planning and estate planning. I cherish giving back to community love to involve in community activity. I enjoy reading, listening to music and cherish evening walk with my family.

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Website

Address

Toronto, ON

Opening Hours

Monday 2pm - 7pm
Wednesday 2pm - 7pm
Friday 2pm - 7pm
Saturday 9am - 7pm

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