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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm Saturday 9am - 12pm

Mitali Sharan, Partner at Solomon Financial Corporation

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Canada
Halifax, NS
Mitali Sharan, Partner at Solomon Financial Corporation

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Your personal and corporate finances don’t have to be confusing.

I help Canadians understand insurance, investments, and holistic planning so they can make informed, confident decisions at every stage of life.

11/02/2026

Most people I meet already have good advisors. An accountant. A lawyer. A lender they trust.

What they don’t have is anyone checking whether the pieces fit together.

🏗️The contractor whose business grew but whose insurance didn’t.
💼The dentist with a T4, a corporation, and investments that have never been in the same conversation.
🏡The couple with two incomes, each assuming the other sorted out the coverage.

That gap is where I work. And as of today, it has a home: www.mitalisharan.com

I’m taking on new clients. If that’s you, the 30-minute call is in my bio. No prep needed.

If someone came to mind while reading this, don’t just like this post. Send it to them!

10/19/2026

Almost every owner-operator I sit down with says the same thing: "I'm covered. I've got WCB."

Then I ask: are YOU registered as the owner? Long pause.

WCB was built to protect your crew on the job. It was never built to replace your income if you get sick, hurt on a Saturday, or your back finally quits after 20 years of hauling.

That's what personal disability coverage is for. And in the trades, how your policy defines "disabled" for YOUR occupation matters way more than the monthly premium.

DM WCB and I'll send you the 5 questions I'd ask before signing any disability policy.

09/16/2026

You bought the 🏡, should life insurance be next?

Buying a home is one of the biggest financial milestones most Canadians will hit, and one of the riskiest. The mortgage becomes the largest obligation you will ever sign for, and it usually assumes two incomes are coming in.

So the question isn't really "how much is left on the mortgage." It's this: "if my income disappeared tomorrow, would anyone be unable to afford their life?"

09/14/2026

🚧 I’ve never met a builder who ran out of work. I’ve met plenty who ran out of cash in a good year.

Four things I see in almost every construction file:

⚙️ You’re the bank until the draw clears.
⚙️ You bill nine months, pay bills for twelve.
⚙️ One lawsuit can reach everything you own.
⚙️ Your savings are sitting in equipment.

More work doesn’t fix any of it. Structure does 🧱

Book a 30-minute discovery call.

Link in bio, or call 902.478.4575 📱

06/23/2026

Tax strategies. Returns. Insurance. None of it answers the question that actually matters.

05/06/2026

Most families who qualify for an RDSP never open one. Not because they don't care. Because nobody told them.

The government will literally deposit money into this account, no contribution required in some cases; yet 7 in 10 eligible Canadians are leaving it untouched.

If you or someone in your family has a Disability Tax Credit, this is the conversation that needs to happen before anything else.

Swipe through to see the numbers. Then DM me RDSP and let's talk.

04/26/2026

The number in your retirement account isn't the plan. The structure around it is. 🏗️

Swipe through to see the two-layer framework I use with clients and three questions worth asking yourself before you retire. 👉

Save this one. You'll want to come back to it. 🔖
📩 DM me to start building yours.

04/18/2026

Here’s what working with me looks like for those looking for a personal or corporate strategy 🤝

Although I often also get calls for very immediate needs too - needing a good term life insurance policy because a home was purchased, a mortgage changes or needing to transfer a pension with change in employment.

Let’s book a discovery call 💻

04/11/2026

One thing I tell every client: the rules don't change based on your income. The playbook does.

Whether you're pulling $80K or $800K of income from an employer or your own corporation, you still need:

1. The right accounts
2. Protection that makes sense
3. A plan you actually review
4. Consistent action over time

Swipe through ➡️because this one's for everyone.

04/09/2026

I answer my phone. Wild concept, I know. 📲

In an industry where people feel like they are talking to a voicemail, I really enjoy real conversations ☕️

The more I get to know you the easier it is for me to address what you need. The math has to work but it means nothing if its not aligned to what you want and need.

Life changes super fast, in the past 6 years I have sold a property, had 2 kids, new firm, new house, new business and had a critical illness diagnosed in the family. My financial needs have evolved just like yours.

I'm one call away, always.

Address

Halifax, NS

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm
Saturday	9am - 12pm

Telephone

+19024784575

Website

http://www.mitalisharan.com/

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