Investors

Financial advisors at Shah Financial Planning Inc. (SFP) are primarily focused on clients interest first with their investments and financial objectives. Certainly they can help for creating beneficial savings behavior and encouraging disciplined saving, navigating you through potential investment decision by identifying all the risks that could negative impact your portfolio, educating you on financial strategies, mentoring and teaching of financial literacy, helping to make sense of complex issues is what he has been trained to do.

Financial advisors offer strategies for wealth and income creations using investments various products such as Mutual Funds, GICs, Short-term Deposits, High Interest Daily Savings Account. Financial advisors offer:

Value Added Services

• 24/7 Account Access
• Monthly Email Tips on Tax & Investments
• Semi-annual Newsletters "Direction"
• Educational Lunch & Learn Seminars
• Group Seminars
• Complementary Consultation on Current Investments

Wealth Creation Strategies

• Registered: RESP, RRSP, RDSP, TFSA, and LIRA
• Non Registered: OPEN, Leveraging, and In-Trust-For ... minors

Income Creation Strategies

• Registered: RRIF and LIF
• Non Registered: SWP, T-Class and G5120i