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OUR CLIENTS

High-Net-Worth
Individuals

Our process helps high-net-worth individuals preserve, grow, and protect their wealth with precision. We take the time to understand your goals, lifestyle, and aspirations before building a personalized strategy. Through expert planning and proactive management, we ensure your wealth continues to work for you and future generations.

Executives & Professionals

High-earning professionals often face complex compensation structures and tax considerations. We provide personalized strategies to manage income, investments, and retirement planning efficiently, ensuring long-term financial security and growth.

Key Steps in Financial Legacy Planning

01

Early Career | Foundation

This stage focuses on building strong financial habits from the start. We help you develop financial literacy, plan your career path, and put essential risk management strategies in place to protect your income and future goals.

02

Peak Earning Years | Accumulation

As income grows, the focus shifts to expanding and optimizing wealth. This phase emphasizes tax efficiency, disciplined investing, and portfolio growth strategies designed to maximize long-term outcomes.

03

Professional Maturity | Strengthening Your Financial Framework

This stage is about creating structure, protection, and control. We implement advanced planning strategies, insurance solutions, and liability planning to support complex financial needs and long-term sustainability.

04

Pre-Retirement | Preservation

The priority here is stability and preparation. We reduce unnecessary risk, transition portfolios toward income readiness, and establish retirement, succession, and estate frameworks to support the next phase of life.

05

Retirement | Legacy Planning

This stage focuses on living confidently and leaving a lasting impact. We manage tax-efficient withdrawals, continuously review portfolios, and align estate and philanthropic plans with your values for long-term peace of mind.

Features for High-Net Worth Individuals

Investment & Wealth Management

We design sophisticated investment portfolios focused on growth, diversification, and capital preservation. Our advisors tailor each strategy to your unique goals, balancing opportunity with risk to help you achieve long-term financial success.

 

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Tax & Estate Planning

Comprehensive tax and estate planning ensures your wealth is protected and transferred efficiently. We structure your assets to minimize taxes, preserve capital, and secure your legacy for generations to come.

 

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Retirement Planning

For those nearing or enjoying retirement, we create income strategies that provide stability, flexibility, and peace of mind. Our plans are designed to help you maintain your lifestyle while protecting your wealth from market volatility and inflation.

 

 

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Insurance Planning

Insurance plays a key role in safeguarding your assets and family. We assess your needs and implement coverage solutions that protect against financial uncertainty, ensuring long-term security and confidence.

 

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Financial Planning

Comprehensive financial planning helps high-net-worth individuals manage, protect, and grow their wealth. This includes strategies for retirement, estate management, and preserving assets to benefit future generations, ensuring your financial goals are achieved.

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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.

Benefits of Working With Us

Unbiased, Client-First Advice

Our advisors are not tied to a single bank or financial institution. That means they aren’t restricted to selling proprietary products. Instead, they can recommend strategies and solutions that are best aligned with your goals, not the institution’s.

Wider Range of Solutions

Since we have access to an array of companies, products, and investment vehicles, our advisors can compare and tailor options for insurance, investments, and financial planning. This allows you to benefit from more competitive rates, diverse portfolios, and flexible strategies.

Consistency & Continuity

Banks often reassign clients when advisors leave or get promoted. With our advisors, your relationship is with them personally, which means consistency in advice and a stronger understanding of your history and financial journey.

Transparency & Trust

We have built our reputation on long-term client relationships, not quick sales. We focus on:

  • Spending more time explaining strategies in plain language.
  • Disclose fees clearly.
  • Focus on building trust through service and ongoing support.

Personalized Service

Without the pressure of rigid corporate sales targets, our advisors typically take a more hands-on approach. We get to know your full financial picture, life stage, and future goals, whether that’s paying down debt, buying a home, or planning early retirement.
 

Holistic Planning

Because they’re not siloed into specific products, our advisors often look at the bigger picture:

  • Financial goals and objective
  • Insurance
  • Investments
  • Taxation
  • Retirement and Estate Planning

You Dream.
We Plan.

Schedule an introductory call with us to get started.

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