About

I am Satish Kumar

A certified financial advisor who loves to help people achieve their financial goals.

Who I Am

An experienced engineer with more than 15 years of experience, adept business consultant and an accomplished financial advisor.

My Mission

My mission is to create 100000 successful and financially independent individuals starting from you. I make this possible by changing one life at a time through my financial advice.

What I Do

As a financial advisor, I help individuals & families, to achieve their financial goals. I provide actionable and specific advice that changes the trajectory of their lives.

Right Advices
Happy Clients
Wealth Created
$k+
Insurance Claims
%

Why You Need Me?

  • Certified & Licensed Professional

    I am an LLQP (Life License Qualification Program) certified professional financial advisor in Toronto. I am on the CIPR - Canadian Insurance Participant Registry.

  • Sound Financial Knowledge

    Long before becoming a professional financial advisor in Canada, I have started to learn and implement the principles of finance. This provided me with an extensive knowledge about investments, insurance, wealth planning, etc.

  • Subject Matter Expert

    My tryst with financial management started years before in Dubai. My broad experiences in various industries and sectors have provided me with practical skills that are required to provide a sound financial advice.

  • Personalized Attention

    I provide personalized financial advice that is specifically charted out for your financial status and your long term and short term goals.

  • Precise Actionable Advice

    I make you aware of the financial concepts and nuances in making financial decisions but I don't bother you with details that are unnecessary. I provide simple but powerful financial advice.

Scarborough Real Estate Agent

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.

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