Rajni Sharma Financial Services Ltd.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
How we work together
At our core, we recognize that Clients seek more than just solutions; they seek a personalized journey marked by personable interactions, a sense of familiarity, and conscientiousness. We go beyond meeting their needs; we aim to create an experience that resonates with their unique preferences and aspirations.
Clients should choose us over competitors because we embody personability, have every interaction with a genuine sense of connection and familiarity. Our conscientious approach ensures that Clients not only receive outstanding service but feel genuinely cared for while building a lasting and trusting relationship.
Our distinctiveness lies in the genuine connections we establish with Clients. We want them to feel confident, knowing that their concerns are heard and understood that we are dedicated to looking after their concerns with care and attention to detail. Our communication reflects not only expertise but the warmth that comes with a personalize touch.
When Clients hear about our services, we want them to feel as if they are talking to a trusted friend. Our language is approachable, our demeanor is friendly and our commitment is evident in creating an experience where Clients feel valued and appreciated.
The most significant value we provide is not just in the strategies we create but in the personalized care and attention we bring to each Client. We aim to be more than a service provider. We strive to be dependable partner, exemplifying personability, familiarity, and conscientiousness to enhance their experience in their journey to financial success.
Contact our office to book an appointment and get started on achieving your financial goals. Let's talk.
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Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
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