How I Can Help You
As an experienced business consultant and financial advisor, I've helped many organizations & individuals to create wealth. You too can achieve your financial goals.
About Me
As a financial advisor, I help individuals & families to better understand the fundamentals and principles of finance. I help people to achieve their long & short term financial goals.
Let me guide you to save your hard earned money and make it work for you.
Interested & Want to Know More?
Financial decisions are hard to make but I'm here to help you. Ask your questions and doubts directly to me through WhatsApp.
What My Clients Say
Even sound financial advice needs to be backed with proper social proof. Know more about my financial advice and how it has helped my top clients.
"Satish Kumar is an amazing professional as well as nice human. As financial advisor he always cares about your needs so, I strongly recommend folks to take his best advice and secure your financial future. I wish him all the best!"
Mohammad Idres - Customer Associate
"He is very knowledgeable. He guided me on how to save money, tax and build wealth. I opened RRSP and TFSA. Thanks to Satish and his wonderful advice."
Subramaniyam - Telecom Engineer
"Satish is a nice guy, he helped us with opening of RRSP and telling its benefits. He knows in and out of RRSP and will guide you the right way. Don't look any further."
Priya Subramanyam - Physiotherapist
"In these uncertain times, I was looking for some kind of insurance policies, fortunately met with Satish Kumar at right time and he guided me in right direction. I would really recommend his expertise."
Vishal Sharma - Database Administrator
Latest News & Articles
Why RRSP is the Best Way to Save Your Income Tax in 2021?
It is February. It is that time of the year, when everyone is looking to minimize their tax burden. You can minimize it by actively investing and buying insurance, loans, mortgage, etc. If you’re looking for intelligent avenues to invest your hard earned money & minimize the tax, then you’re at the right place. RRSP or Registered Retirement Savings Plan is an intelligent way to invest your money and save on tax. Further, it also gives good returns and helps you to fund your retired …
Why RRSP is the Best Way to Save Your Income Tax in 2021? Read More »
How to Buy Insurance Online in Toronto – A Practical Guide
Insurance is an important part of a wealthy life. Getting an insurance is the first step for a worry-free life. There are many kinds of insurances in Canada. As a certified financial advisor in Scarborough, I have helped hundreds of people and businesses get their insurances. Today, I am sharing the important tips to buy insurance online in Canada. Tips for Buying Insurance Online Buying an insurance policy is easier than you think. Most people would have told you all the paper work is so …
How to Buy Insurance Online in Toronto – A Practical Guide Read More »
Top 6 Insurances in Canada in 2021
Insurances in Canada are of many types. However, the following are the top 6 insurances that are important in the year 2021. Canada offers a lot more than regular insurance policies than available in other countries. There are federal level and provincial/territorial level insurance regulators in place and they make sure that every level of the process from beginning to applying for a policy to finally claiming it, goes seamless for its citizens. Like in every country, there are a lot of private insurance companies …
Why You Need to Insure Before Invest?
Insurance in plain terms means protection from future losses. The losses could be anything, property, money, health or even life. You might think holding enough money in your bank account or investing in properties like real estate, jewels, bonds and share may provide enough protection for the future, but these instruments are not steady. They are volatile in the sense you can dispose of them anytime when you want to and your dependency on them as a backup goes off just like that, in a …
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