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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• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/zulfikar.dilshat
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/zulfikar.dilshat
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.