AWARDS & RECOGNITION


OBEROI FINANCIAL GROUP

2009 - PRESENT

Signature Level production Status- Great West Life

2015 - PRESENT

Great West Life Executive Life Club
Great west Life Executive Living Benefits Club

2013 - PRESENT

Million Dollar Round Table ( MDRT Member)

2013 - PRESENT

Club Prestige – Living Benefits – Province of Quebec

2023 - PRESENT

QFS President’s circle - Inner circle

2023 - PRESENT

Sunlife- Strategic partner member

SHIV OBEROI

2022-Present

Sunlife Strategic Partner - Elite Member

2023- Present

QFS Presidents Club - Inner Circle- Personal Qualifier



2019 - Present

Guest speaker and panellist for various financial conferences- Canada Life, QFS, Quadrus Investment Services Ltd.

2013-2015


Please book your meeting type and duration at your convenience.
Looking forward to connecting.

Top Associate Producer Province of Quebec


2020

Member of the IQPF - Certified Financial Planner Designation


2012


Member of Canadian Emerging Leaders

SHIVANI OBEROI

2023 - PRESENT

Presidents club QFS

2016 - 2019

Financial Specialist for Breakfast Television Montreal

2014 - 2015

Canada Life Living Benefits Executive Club



2013-2015

Member of Canadian Emerging Leaders



Please book your meeting type and duration at your convenience.
Looking forward to connecting.

WHAT OUR CLIENTS SAY

  • Dr. Lydia Vezina – Family Medicine , McGill University

    Shivani Oberoi is someone I trust and I feel comfortable working with. I truly feel as though she is working in my best interest and her knowledge and professionalism surpasses anyone I have met with before. I highly recommend her and Oberoi Financial group. I look forward to building my portfolio with Shivani and Oberoi Financial group

  • Dr. Rajan Rakheja – Nuclear Physician, Saskatoon, Saskatchewan

    For over 10 years, my family and I have been working with Oberoi Financial Group. It goes without saying that their unique approach to financial planning, raises the bar in the Industry. Their ability to create long-term tax-efficient strategies has surpassed all of our expectations. I am extremely confident that anybody choosing to work with them will benefit from their personalized service and superior results.

  • 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.

  • 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 policy for me and my career.

  • 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.

  • Danesh Varma – President of The Brook Group

    My association with the Oberoi Financial group dates back to the early 1980′s. During a period of over 30 years, I can honestly say that their creative and often unique financial advice, coupled with their work and value ethics have provided me with sound financial strategies. I find that being honest, professional, sincere and hardworking they are truly a pleasure to deal with.

  • Dr. Malika – General Surgeon, Winchester, Ontario

    I have been working with oberoi financial group for several years now for both my corporate and personal matters. The professionalism and expertise of the entire team has helped me achieve my financial goals. They are committed to each one of their clients and ensure that all their clients needs are met. Oberoi financial group lets me focus on my job with the piece of mind that I am being taken care.