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

 

Coordonnées

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Messages récents

Ne laissez pas les émotions contrôler votre programme de placement

sept. 27, 2023 - Canada Vie

Il existe plusieurs stratégies que vous pouvez utiliser pour éviter de laisser les émotions guider vos placements...

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Pourquoi devriez-vous désigner un bénéficiaire

sept. 21, 2023 - Canada Vie

La désignation d’un bénéficiaire constitue un volet important de votre programme financier...

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Qu’est-ce qu’un actif réel?

sept. 19, 2023 - Canada Vie

La diversification de votre portefeuille au moyen d’actifs réels peut vous aider à atteindre vos objectifs financiers et à assurer votre avenir...

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