Insurance
- Risk Management Programs – Life Insurance
- Debt Protection – Term Insurance
- Income Protection – Disability Insurance
- Living Benefit Programs – Living Benefits
Investments
- Net Worth Analysis – Net Worth Analysis
- Registered Retirement Savings Plans – RRSP
- Non-Registered Savings Plans – Non-RRSP
- Tax-Free Savings Account – TFSA
- Pension Roll-Overs – Pension Rollovers
- Individual Banking Services – Individual Banking Services
Children Education Planning
- Registered Education Savings Plans – RESP
Mortgage Services
- Residential & Commercial – Residential and Commercial Mortgage
Estate Planning
- Wills **
- Powers of Attorney **
- Estate Bonds
- Asset Protection
- Charitable Giving Program
Insurance Solutions for Businesses
- Employee Group Benefits Plans – Group Drug and Dental
- Flexible Employee Benefits for Tax Savings – Private Health Care – FlexSave
- Business Overhead Expenses – Business Overhead Expense
- Key Person Insurance – Key Person Insurance
- Business Succession – Business Succession Plan
- Buy & Sell Funding – Buy and Sell Funding
- Estate Wealth Transfer – Business Succession Planning
- Business Loan Protection – Business Loan Protection
- Retirement Funding – Retirement Funding
- Group RRSP Plans – Group RRSP Plans
** highlights topics that we can comment on, but we will refer you to a specialist or a team member who can better support you in that aspect.
Disclaimer: Insurance, Investment and Mortgage products & services are provided by Devangkumar Shah.
Mutual Funds are sold through Shah Financial Planning Inc., the Mutual Fund Dealer.
Lotus Loans and Mortgage ltd. is the principal mortgage broker.