Shah Financial Planning Inc.

Shah Financial Planning Inc is always there to assist you with future and present financial plans. I admire their work ethic and constant support for their clients. The staff are positive and always determined to serve.

I have worked as an advisor with Shah Financial Planning Inc. since 2011 and my experience with them, especially Mr.Shah and Dipesh Chauhan, has been of a support system that invests in the growth of their advisors as well as clients. I enjoy the flexibility and self-paced work that Shah Financial offers, while also being able to balance an ambious career path. They are a team of highly qualified experts with a collaborative nature at their root.

I have started working for Shah Financials as a Financial Advisor in the middle of 2020. My experience with them has been nothing but amazing. They are so professional in what they do, and have high compliance standards. There is always someone there to help you out ,whether its the administration work with all the forms, or help with the new funds or building a portfolio. I'm really looking forward to my Advisor journey with Shah Financial.

Shah Financial Planning Inc is one of the best mutual fund dealer in Ontario. I believe they are the only one who helps advisors to grow their business . I am working with Shah Financial planning Inc since last 6 years and see the differences compared to other three dealers with whom I worked before. Very progressive and innovative Mutual fund Dealership.

As a long time Financial Advisor, I have worked with a handful of different organizations over the past 25 plus years and most recently I have joined Shah Financial Planning Inc after a long search to find a family type operation that valued their clients and advisors alike. If you are looking for an experience where you are not just a number I suggest you give us an opportunity to earn your business.