Licensed Financial Professional
I help Canadian families build simple, personalized plans for insurance, investments, retirement, and education savings—without the jargon.
Term • Whole • UL • Travel Insurance
RRSP • TFSA • FHSA • RESP
Goals,Debts & Cash flow
Home Mortgages · Auto & Home Insurance
I’m Praveen, a licensed financial professional. I partner with multiple leading institutions under WFG, to provide unbiased solutions tailored to your goals and budget.
Planning should be simple, transparent, and focused on protecting your family first—then growing long-term wealth.
30-minute discovery call → data gathering → custom plan → implementation → annual reviews.
Comprehensive planning with flexible entry points. Start small, scale as your life evolves.
Term, Whole, UL, and Critical Illness—protect income and create peace of mind.
Smart, goal-based investing using RRSP, TFSA, and non-registered options.
RESP setup and contribution strategy that maximizes grants and growth.
Pick a time that works for you.
We clarify goals, budget, and risk.
I compare providers and craft your plan.
We put your plan in place and review annually.
“Praveen made insurance simple and found us a plan that fit our budget. We finally feel protected.”
“Clear, unbiased advice. We consolidated investments and started our RESP the right way.”
Start a flexible, licensed financial professional side income with training and mentorship. Help families protect income & grow wealth—on evenings or weekends—while keeping your full-time job.
Pick a time that works for you. We’ll discuss goals, budget, and the best path forward—no pressure.
No. I’m compensated by the financial providers when we implement your plan.
No. I work with multiple leading institutions to compare options and find the right fit.
Absolutely. We can begin with a starter policy or savings plan and scale over time.
Online across Canada, or in person in the GTA.
Have questions before booking? Send a message and I’ll reply within one business day.