(647) 693-5898

Our Services

Insurance

  • Risk Management Programs – Life Insurance
  • Debt Protection – Term Insurance
  • Income Protection – Disability Insurance
  • Living Benefit Programs – Living Benefits

Investments

  • Net Worth Analysis – Net Worth Analysis
  • Registered Retirement Savings Plans – RRSP
  • Non-Registered Savings Plans – Non-RRSP
  • Tax Free Savings Account – TFSA
  • Pension Roll-Overs – Pension Rollovers
  • Individual Banking Services – Individual Banking Services

Children Education Planning

  • Registered Education Savings Plans – RESP

Mortgage Services

  • Residential & Commercial – Residential and Commercial Mortgage

Estate Planning

  • Wills **
  • Powers of Attorney **
  • Estate Bonds
  • Asset Protection
  • Charitable Giving Program

Insurance Solutions for Businesses

  • Employee Group Benefits Plans – Group Drug and Dental
  • Flexible Employee Benefits for Tax Savings – Private Health Care – FlexSave
  • Business Overhead Expenses – Business Overhead Expense
  • Key Person Insurance – Key Person Insurance
  • Business Succession – Business Succession Plan
  • Buy & Sell Funding – Buy and Sell Funding
  • Estate Wealth Transfer – Business Succession Planning
  • Business Loan Protection – Business Loan Protection
  • Retirement Funding – Retirement Funding
  • Group RRSP Plans – Group RRSP Plans

** highlights topics that we are able to comment on, but we will refer you to a specialist or a team member who can better support you in that aspect.


Disclaimer: Insurance, Investment and Mortgage products & services are provided by Devangkumar Shah.
Mutual Funds license sponsored by Shah Financial Planning Inc.
Lotus Loans and Mortgage ltd. is the principle mortgage broker.