INVESTMENT & WEALTH MANAGEMENT

Managing your assets can be complicated and confusing. Whether you want to grow your RRSP, TFSA, RESP, Non-registered investments or corporate investments, a sound investment plan will help you achieve financial independence.

Before building any investment portfolio, it is important to meet one of our professionals to set your goals, understand your risk profile and determine your true needs.

Once that that has been established, let our team put together a detailed investment plan that will help identify the main focal points to help you reach your desired goals.

TYPES OF INVESTNMENTS OFFERED:

  • RRSP, TFSA, RESP, FHSA

  • Personal non-registered portfolios

  • Corporate portfolios ( Medco, Dentalco, Holdco etc)

  • IPP & PPP ( for incorporated professionals)

  • Non- traditional investment opportunities ( REIT’s, private offerings, Alternative investmentse etc)

  • Whole life insurance and insured retirement programs

WHAT OUR CLIENTS SAY

  • Dr. Lydia Vezina – Family Medicine Resident, McGill University

    Shivani Oberoi is someone I trust and I feel comfortable working with. I truly feel as hough 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.