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Oberoi Financial Group

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Canada
Montreal, QC
Oberoi Financial Group

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For over 35 yrs the Oberoi name has been offering their clients peace of mind through various insura

Oberoi Financial Group is full service financial planning firm. We a leading provider for Insurance, Investments and retirement planning. Whether it be personal or business, Specialized advisors at Oberoi Financial Group can help you reach your goals and achieve financial piece of mind.

09/24/2026

Today’s the day! 🎉

We’re excited to welcome medical residents and early-career physicians to our **Medical Financial Conference Montréal 2026** this evening at the Sun Life Building.

Tonight is all about bringing together the medical community for practical conversations around **financial planning, investing, insurance, incorporation, and legal considerations** as physicians navigate the transition into practice.

A huge thank you to our speakers, sponsors, partners, and everyone who helped bring this evening together.

We’re looking forward to a great night of learning, conversation, and connection

See you tonight! 👋

08/24/2026

We’re excited to welcome Montréal’s next generation of physicians to the Medical Financial Conference Montréal 2026.

Are you a medical resident or an early-career physician? This event was created specifically for you.

Join us for an evening of practical financial education designed to help you navigate the transition into practice and build a strong financial foundation for your career.

📅 September 24, 2026
📍 Sun Life Building, Montréal
⏰ 6:00 PM – 8:30 PM
Connect, learn, ask questions, and enjoy an evening of networking, refreshments, and special offerings from our event partners.

Registration is free, but space is limited, and advance registration is required.
REGISTER HERE →
https://lnkd.in/gTtM7mem

03/09/2026

Buying a home is one of the biggest financial decisions most people will ever make.

But the purchase price is only part of the equation.

In our upcoming webinar, The Complete Home Buyer’s Guide, we’ll walk through:
• Structuring your down payment
• Protecting your income and assets
• Building the right advisory team around you

Smart homeownership starts with smart planning.
Join us on March 30 at 7:00 PM (ET).

Link to register below.
http://bit.ly/4b0kbaA

02/13/2026

Financial clarity creates confidence.

On February 18th at 7:00 PM (ET), we’ll be hosting a live webinar on “Knowing Where You Stand Financially.”
We’ll walk through:
• Understanding your current situation
• Managing your money effectively
• Turning your goals into a clear plan

If you’d like to join us, feel free to register below: https://shorturl.at/AILHY

— Shivani & Shiv

02/11/2026

Over a year in the making, today we’re proud to introduce our new brand.

We made the decision to refresh our image and logo to better reflect the evolution Oberoi has experienced since 1979. The growth, the progress, and the people we continue to serve.

While our look has changed, our core values and vision remain exactly the same!
We continue to believe in providing transparent, informative, and thoughtful financial and insurance guidance to our clients across Canada, grounded in trust, clarity, and long-term relationships.

We’re excited to share this new chapter and refreshed look with you.
Thank you for being part of our journey.🥳🥳🥳🥳🥳🥳🥳

Check us out!
https://lnkd.in/eNwgbaK7

02/04/2026

We’ve been working behind the scenes on something we’re really proud of.
What started over a year ago as an idea has evolved into a new look that reflects our values, our growth, and where we’re headed next.
And…
We are almost ready to share. 👀👀👀

01/26/2026

Why income ≠ wealth

A high income creates opportunity, but it doesn’t automatically create security.
We often see professionals earning more each year yet feeling unsure about progress.
That disconnect usually comes from confusing income with wealth.
Income is what you earn.
Wealth is what remains, compounds, and supports your life over time.

Without structure:
• Income gets absorbed by lifestyle expansion
• Decisions are made reactively instead of intentionally
• Growth depends heavily on continued work
• Risk quietly increases as complexity grows

High earners face a unique challenge:
The margin for mistakes is larger, and so is the cost of being uncoordinated.

Wealth is built when income is directed with purpose:
• Clear goals guide how money is used
• Protection strategies preserve progress
• Accounts and strategies work together
• Decisions consider both today and the next 10–20 years

At a certain point, earning more doesn’t change the outcome.
Planning better does.
That’s when income starts working for you, instead of you working indefinitely for income.

01/14/2026

The biggest financial mistake professionals make in January…

January often creates a sense of pressure to act, to optimize, to “get things right” financially. What we see most often isn’t a lack of discipline or effort.
It’s moving too quickly without enough clarity. None of this is wrong on its own. It just becomes costly when everything isn’t connected.

Thoughtful financial planning starts by stepping back:
• What is this money meant to support?
• What risks could interrupt this plan?
• How do today’s choices affect the next 10–20 years?
• Are all the pieces working together?

January is about starting the new year with strong goals and objectives, but also creating and building a plan to achieve them.

Use this time to pause, reflect, and design with intention.
Because clarity tends to compound just as powerfully as returns.
If you’re earning more but still feel uncertain about direction, that’s common and it’s usually a sign that the structure needs attention, not the effort.
That’s where meaningful planning really begins.

12/09/2025

Buying your first home is a major milestone, and having the right tools in place can make the journey much smoother.

The FHSA offers tax benefits today and long-term growth for your future home purchase, but the deadline to contribute for 2025 is approaching quickly.

If you’d like help reviewing your room, planning your contributions, or making sure your strategy supports your long-term goals, our team is here for you.

Adresse

100-768 Street Paul St. Ouest
Montreal, QC
H3C1M4

Heures d'ouverture

Lundi	8am - 5pm
Mardi	8am - 5pm
Mercredi	8am - 5pm
Jeudi	8am - 5pm
Vendredi	8am - 5pm

Téléphone

+15143628400

Site Web

http://www.oberoifinancial.com/

Notifications

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