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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Messages récents

Revue des marchés de mai 2024

juin 06, 2024 - Canada vie

Pour le mois ayant pris fin le 31 mai 2024....

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Revue des marchés de mars 2024

avr. 05, 2024 - Canada vie

Pour le mois ayant pris fin le  31 mars 2024...

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Soutien financier de vos parents

mars 28, 2024 - Canada vie

Soutenir ses parents sur le plan financier est de plus en plus courant en raison d’un montant d’épargne-retraite insuffisant et du fait que les parents épuisent leurs économies de leur vivant. Combiner le recours aux programmes d’aide gouvernementale...

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