Shivam Bali - Financial Advisor

Shivam Bali - Financial Advisor I'm a Financial Advisor dealing in various products tailored according to the clients needs and goals

02/04/2023

Hi
I am Financial Advisor. Some of the product and services I deal with are:
RESP, RRSP, TFSA
Participating Life Insurance & Term Life Insurance
Living Benefits
Segregated Funds
Corporate/Group Plans (Health, Dental, RRSPs, Health Spending Account, etc)
Travel Insurance
Mortgage (referral)
I analyze client's budget, needs, short-term and long-term goals and advice accordingly.
Insurance is not an expense but it's an investment. An investment that not only protects and helps you and your family during uncertainties, it also builds equity over its term. And it's TAX FREE.
RRSP AND TFSA can help you to save TAX and GROW your money at the same time.
Contact me at:
[email protected]
(437) 999-4867

Address

Toronto, ON
T3N1S4

Telephone

+14379994867

Website

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