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

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Recent posts

Insurance basics for kids

Nov 30, 2023 - Canada Life

Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....

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Investing basics for kids

Nov 28, 2023 - Canada Life

It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....

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Dividend investing

Nov 27, 2023 - Canada Life

To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....

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