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Shivji Financial Services implements a holistic approach to planning your finances. With the appropriate balance of investment performance and insurance protection, we guide you to make the best decisions for your long- and short-term financial goals.

Our suite of services aims to help you build, protect, and ultimately pass along your assets, and are comprised of:

Wealth Accumulation – Investments
As your plans for the future grow, so too should your investments. That’s why it’s important to assess your current financial plan and review it regularly. A balanced portfolio, aligned to your specific objectives and risk tolerance, will help you to reach both your long and short-term financial goals. We offer a variety of investment options which are often accompanied by tax deferral and creditor protection benefits.

Wealth Protection - Insurance
Your ability to earn an income is likely your most valuable asset – yet protecting it is easy to overlook in the midst of planning your finances.  While we can’t predict what will happen in the future, we can protect our loved ones and ourselves from financial hardship in the event of illness, disability, or premature death.  The appropriate use of Life Insurance and Living Benefits (Disability, Long-Term Care, and Critical Illness Insurance) can provide you with peace of mind in knowing you are prepared for whatever comes your way.

Wealth Transfer - Estate Planning
You work hard and save in order to prepare for retirement, and would like to pass on as much as possible. By implementing tax-efficient strategies, we can help you maximize the benefit you leave to your family or the charity of your choice. Whatever your age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire - with minimum taxes and with no complications or delays for your heirs.

Business Services
We also provide a suite of services tailored to the unique needs of business owners. Whether your business is small or large, we can help you find a solution. Our Business services include:
Comprehensive employee benefit plans
Key person and Buy-sell strategies
Succession Planning

Through an association with Financial Confidence Advisors (www.financialconfidence.com), We offer our clients the benefits of the Financial Confidence Program, which incorporates a system of identifying individual needs and determining a personalized solution. Contracted with every major insurer in Canada, we are able to recommend the products best suited to each unique client.

Shivji Financial Services is proud to partner with the following highly regarded companies:




Independent broker representing insurance and various financial institutions including those listed above.
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