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.
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Health insurance products
Life insurance products
Saving, budgeting and investing
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以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
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.