(416) 846 - 5837

Our Process

Helping you understand the scope of your insurance needs is a top priority. Here is our convenient three-step process:

  • Contact us by phone or email to arrange a complimentary no-obligation consultation.
  • After learning about you, your family and your personal goals, we will present you with the best options to achieve those goals.
  • We will compare rates from the top insurers and present you with the lowest quotes with the maximum benefits.

WHY CHOOSE US?

  • We have been working as an independent broker since 2003.
  • Representing all major insurance companies, mutual fund companies and banks. (Mutual funds are sold through a Mutual Fund dealer, Shah Financial Planning Inc.)
  • We present one-stop solutions for your problems using a complete 5-Step financial planning process.
  • We are working with a team of advisors and accountants to get you the best deal.
  • Genuine advice and analysis based on your risk factor.
  • Provide online access for the clients to check personal portfolios.
  • We offer a yearly “Assets Review Meeting” (Available all 365 days) that is just one phone call away.
  • We ensure you reach your short-term and long-term financial goals.
  • Licensed advisors of LLQP, MUTUAL FUND* and MORTGAGE**, providing services in Ontario. Also, a licensed advisor of LLQP in Alberta.
    *Shah Financial Planning Inc. is our mutual fund dealer.
    **Lotus Loans and Mortgage ltd. is our principle mortgage broker.
  • A new appointment or yearly review meeting can make you eligible to enter a raffle draw to win a surprise gift at the end of the year. New raffle draw every year.
  • We appreciate your time and referrals.

Note: Find out where you stand today and plan for the next step to achieve your goal.

Please call 416-846-5837 to book your appointment and discuss your plan without obligation.

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.