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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
34% of gen Z Canadians relying on inheritance to meet retirement goals: survey | Benefits Canada.com
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.