Shoba Belkhode, Financial Advisor

Shoba Belkhode, Financial Advisor As a Financial Planner and a Financial Advisor, I develop and provide a customized, wholistic financial plans and manage a diversified investment portfolios.

It's the season to start saving for the new year!
01/06/2025

It's the season to start saving for the new year!

This year, our savings campaign is more powerful than ever!

Do your little ones long to be BIG? 📚 Encourage them in their dreams with an RESP. On top of your savings, you could get...
11/12/2024

Do your little ones long to be BIG? 📚 Encourage them in their dreams with an RESP. On top of your savings, you could get up to $10,800 in government grants. 🤩 Psst: Don’t forget to review your regular contribution amounts annually, inflation or not. 😉
Contact me! 👇 https://ia.ca/economic-publications/posts/2024/august/reducing-the-cost-of-post-secondary-education-with-resps

To offset the cost of post-secondary education and other related expenses, RESPs are a great investment, especially if you take full advantage of the related government grants. From the accumulation stage to the disbursement stage, an advisor’s expertise can be very helpful when deciding what appr...

10/04/2024

Address

150B Terence Matthews Crescent
Kanata, ON
K2M1X4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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