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

Financial Planner

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 love 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

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Recent Posts

February 2026 market update

Mar 05, 2026 - Canada Life

Global equity markets inched higher over the month of February. Strong corporate earnings offset concerns about artificial intelligence spending and reemerging trade uncertainty....

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January 2026 market update

Feb 06, 2026 - Canada Life

Global equity markets moved higher over the month of January. Tensions around Greenland eventually eased, raising hopes for global economic activity as U.S. and European Union (EU) tariff threats were removed. Enthusiasm for AI stocks continued....

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December 2025 market update

Jan 08, 2026 - Canada Life

Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand in China, and record highs in key commodities shaping the outlook for 2026....

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