Shamali Das

Financial Security Advisor
Investment Representative

After migrating from Dubai in 2003, I started my career with Freedom 55 Financial as a Training Manager and then moved to Director, Business Development. In 2012, I set up my practice as a Financial Security Advisor as I loved meeting with clients. I provide clients with creative financial solutions to meet their long term and short term financial goals. These solutions could be for generating income during retirement, enabling savings for their children's education, buying a home or ensuring that assets accumulated during their life time passes on tax efficiently for their loved ones (estate planning).

 

Both my bachelors and masters degree is in Economics and I also hold my Chartered Life Underwriter designation. I also am licensed in investments and insurance. While designing plans for clients I take into account their existing insurances and portfolios so that I can integrate further tax efficiencies.  Apart from having fluency in English, I also speak Malayalam, Tamil and have a fair understanding of Arabic and Assamese

 

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Recent posts

How to find a financial advisor who’s compatible with you and your lifestyle

Aug 01, 2022 - Canada Life

There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...

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Tips for talking to a financial security advisor for the first time

Jul 25, 2022 - Canada Life

Does the thought of financial security planning feel like unknown territory?...

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Budgeting for a move

Jul 15, 2022 - Canada Life

Common moving expenses to budget for...

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