Listen to What My Clients Say About Me

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."


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_testimonial

Vishal Sharma - Database Administrator

Interested & Want to Know More?

Insurance decisions are hard to make but I'm here to help you. Ask your questions and doubts directly to me through WhatsApp.

Do Something Today That your Future Self Will Thank You For.

Satish Small

Let's Discuss About Your Financial Well-being.

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.

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