Shamali Das, CLU, B.A. M.A., ACS, AIAA

Financial Planner
Investment Representative

After migrating from Dubai in 2003, I started my career with Freedom 55 Financial as a Training Manager and later was promoted  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 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

Contact

Contact me today to learn more

Recent posts

September 2024 market update

Oct 08, 2024 - Canada Life

For the month ended September 30, 2024. Read our monthly update to find out what’s been moving markets....

Read more

August 2024 market update

Sep 06, 2024 - Canada Life

For the month ended August 31, 2024...

Read more

July 2024 market update

Aug 08, 2024 - Canada Life

For the month ended July 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more