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.
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.
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
The CoVID 19 has brought the world to a stand-still. With most governments across the world working towards developing a vaccine to save their citizens, the global economy has taken a huge hit in the side-lines. With a slew of measures taken by the central banks of most countries, the people have started to move into the future with their governments’ support. The Canadian government in its part has taken its citizens’ livelihood into serious consideration and yesterday the Bank of Canada gave its recent …
What is Financial Planning? Financial Planning – Whenever we hear this phrase, our minds immediately jump to retirement benefits or pensions or insurance settlements, doesn’t it? But the world of finance, is so broad and diverse, that it actually offers a variety of services that help us not just in the far future but in our immediate needs and near future expenses. Take Mutual funds for example, you can buy bonds and stocks and they pay out on dividends and interests. For a common person, …
What is RRSP? RRSP or Registered Retirement Savings Plan is an investment vehicle that provides you many benefits. It is a go to investment option that can be used for a number of objectives like saving tax, funding your education or that of your partner’s, funding your first house, etc. The ability to convert RRSP and use it for other purposes makes it a versatile plan that provides growth without compromising on the liquidity for important events. Why You Should Invest in RRSP? 1. Helps …
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