Achieve Your Financial Goals

Simple Yet Powerful Financial Advice From Experienced Financial Advisor

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.

  • Investment

    Investments can either make or break your future. Choose the best avenues of investment.
    Get expert advice and find where to invest for your expected returns.

  • Insurance Protection

    Calamity can strike anywhere at anytime. Are you prepared to face the worst?
    Find the right insurance that gives maximum coverage and benefits.

  • Business Solution

    Running a business in itself is a challenge. Stop worrying about line of credit, equipment financing. Hire me as a financial advisor & streamline your work.

  • Mortgage

    Buy your home today with easy mortgage options.
    Achieve the dream of owning your home in Canada. Find the best mortgage terms and value for your home.

  • Retirement Strategy

    Retirement should be joyful, without any second thoughts or worries.
    Are you prepared?
    Start planning your retirement and live life without regrets.

  • Estate Planning

    Your wealth should be a blessing for your family, not a burden. Take appropriate steps for it.
    Start your estate planning today with the best financial advisor in Canada.

Join Our Team

Get trained by me and become a certified financial advisor.
You get professional coaching, mentorship and access to all the resources and tools.

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.

Financial Advisor in Ajax

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!"

Mohd. Idres

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."

Subramanyam

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."

Person1

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_testimonial

Vishal Sharma - Database Administrator

Latest News & Articles

rrsp scarborough

Why RRSP is the Best Way to Save Your Income Tax in 2021?

By Satish | 19 February 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 »

tips for buying insurance online Scarborough

How to Buy Insurance Online in Toronto – A Practical Guide

By Satish | 19 January 2021

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 »

Insurance Advisor Scarborough

Top 6 Insurances in Canada in 2021

By Satish | 9 December 2020

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 …

Top 6 Insurances in Canada in 2021 Read More »

Advantages

Why You Need to Insure Before Invest?

By Satish | 9 November 2020

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 …

Why You Need to Insure Before Invest? Read More »

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