Zulfikar Dilshat
Languages spoken: English, Mandarin, Turkish
Area(s) served: Ontario
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.
Growing and protecting your future
Let’s work together to meet your financial goals and protect what matters most to you. Your situation is unique and therefore, your plan should be as well. I’ll create a holistic financial strategy that will help you reach your short-term and long-term goals. As your advisor, I want to provide you with a sense of security in your future.
I work with:
- business owners,
- entrepreneurs,
- families,
- high net worth individuals,
- new Canadians and
- pre-retirees.
When we begin working together, I set up a meeting to discuss your goals. From there, I create a strategy based on your current situation, needs and goals. Once your plan is in place, we’ll have annual check ups to ensure your plan is adapting as your life changes.
My office is in Toronto, Ontario. I’m happy to offer both in-person appointments for Clients nearby and virtual appointments for Clients throughout Ontario. I offer my services in English, Mandarin and Uyghur. Contact my office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/zulfikar.dilshat
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/zulfikar.dilshat
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
