You Dream. We Plan.

Securing Your Financial Future Since 1979

For over 35 years, Oberoi Financial Group has provided clients with peace of mind through personalized, integrated financial planning. As a family-run firm, we treat each client as an individual, creating plans that address every aspect of their finances. Our team of specialized advisors combines deep expertise with up-to-date market knowledge to guide your financial journey with confidence.

Investments

At Oberoi Financial Group, we provide investment solutions designed to grow and protect your wealth. Our advisors tailor strategies to your goals, risk tolerance, and timeline for long-term success. With expert guidance and ongoing support, we help you build a strong, diversified portfolio that aligns with your financial vision.

Financial Planning

A personalized financial plan is the foundation for lasting success. At Oberoi Financial Group, we help you set clear goals and create a roadmap to achieve them. From budgeting to retirement planning, our advisors provide the insight and direction you need to make confident financial decisions.

Insurance

Protecting what matters most is essential to financial security. At Oberoi Financial Group, we offer tailored insurance solutions to safeguard your family, business, and future. With the right coverage in place, you can move forward with confidence and peace of mind.

6+

Canadian provinces where our advisors guide families, professionals, and business owners toward confident, informed financial decisions. 

45+

Years of experience supporting Canadians through their financial journey with trusted guidance and tailored strategies. 

100%

Committed to helping you protect, grow, and successfully transfer your wealth across generations with confidence.

Our Clients

At Oberoi Financial Group, our mission is to empower individuals, families, professionals and business owners to make confident financial decisions through expert guidance, personalized strategies, and unwavering integrity. We are committed to building lasting relationships, protecting what matters most, and helping our clients create a secure and prosperous future.

Healthcare Professionals

Our advisors specialize in financial planning tailored to the unique needs of healthcare professionals, helping them protect their income, plan confidently, and build long-term financial stability. 

Business Owners

We support business owners with customized financial strategies designed to protect your company, fuel long-term growth, and simplify every stage of your business journey—from startup to succession. 

High Net-Worth Individuals

Our advisors work closely with high-net-worth individuals to protect their wealth, accelerate long-term growth, and create a smooth plan for passing it on to the next generation. 

What Our Clients Say

Dr. Michael Buck MDCM, FRCPC, Hematologist, Valleyfield, Quebec

Oberoi financial has provided me with great hassle-free service. For me, the most important aspect was their personalized approach to find the right financial plan for me and my career.

Dr. George-Orestis Tsoukas - Endocrinologist, Montreal, Quebec

Having worked with the Oberoi Financial Group for the last couple of years, I am truly impressed by their personalized level of service and careful attention to detail. Their superior product knowledge and un-biased approach has helped me select the right insurance products to serve me for years to come. I highly recommend the Oberoi group to all my colleagues looking for long-term peace of mind.

Lia Gribilas - Manager/ Deloitte & Touche s.e.n.c.r.l.

Shivani provided excellent and knowledgeable insurance solutions all while assisting us at each and every step of the process. A key quality that stood out during the entire interaction was her ability to understand our requirements exceptionally well, which helped us make some critical decisions that we could be comfortable with over the long term. Her patience and genuine eagerness to do the best for us did not go unnoticed. We highly recommend Oberoi Financial Group Inc. to anyone looking for superior results and an excellent work ethic.

Paul Salhany - President Kayanna Ferris International

What an incredible young man. To trust someone with your investments is taking a leap of faith in that individual. When Shiv and I first sat down I was prepared to listen but not prepared to do any investing for the moment. The more I listened the more impressed I became. He was suggesting things that my traditional team of investment advisors had never mentioned. I found Shiv to be aggressive but not overbearing. He is imaginative and innovative in his ideas. Shiv has introduced me to several excellent investment opportunities. In a very short time Oberoi Financial has become my # 1 investment house.

Our Services

As a full-service financial firm, we deliver comprehensive strategies designed to fit your life, your goals, and your future. Our approach combines expert advice, personalized planning, and proven financial solutions to help you build lasting wealth and peace of mind.

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Insurance

Insurance is more than protection,  it’s a strategic tool. From safeguarding your family, business, and income to creating tax-efficient growth opportunities, we help you use insurance as a cornerstone of both security and wealth creation.

Tax & Estate Planning

Thoughtful tax and estate planning ensures your wealth continues to benefit those you care about. Through charitable giving, intergenerational transfers, or legacy planning, we help preserve what matters most.

Disability & Critical Illness Insurance

Life can change unexpectedly. Disability and critical illness coverage helps protect your income, family, and future if the unexpected happens, keeping your financial stability and lifestyle secure, no matter what life brings.

Investment & Wealth Management

Growing your wealth requires clarity, discipline, and expert guidance. Whether investing through RRSPs, TFSAs, RESPs, or corporate accounts, we build a personalized strategy to balance growth, risk, and long-term financial freedom.

Financial Planning

Your financial plan should be as unique as your fingerprint. We take the time to understand your goals, lifestyle, and values to craft a plan that grows with you, helping you make informed decisions today for the confident future you deserve.

Building Financial Excellence Together

Our Blog

Stay informed with trusted financial insights crafted by our experienced advisors. From insurance planning and investment strategies to retirement and wealth preservation, our blog helps Canadians make confident, well-informed financial decisions at every stage of life. 

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Tax season, simplified: What you need to know

Tax season, simplified: What you need to know

For many professionals, tax season is less about confusion and more about complexity. When your income may include salary, dividends, corporate earnings, or partnership distributions, filing a return isn’t just about submitting a T4 and moving on. It requires...

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Why financial planning comes before products

Why financial planning comes before products

When people start thinking seriously about their finances, the first questions are often product-driven: Which investments should I choose? Should I open an RRSP or a TFSA? Do I need insurance, and if so, what kind? These are reasonable questions. But they’re rarely...

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RRSP, TFSA, or FHSA? How to use each account wisely

RRSP, TFSA, or FHSA? How to use each account wisely

January brings a fresh start and important financial deadlines. It’s RRSP season, there’s a newly announced TFSA limit, and for first-time home buyers, the first home savings account (FHSA) continues to support how you save for a down payment. With so many registered...

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You Dream.
We Plan.

Schedule an introductory call with us to get started.

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