The Oberoi Experience | Wealth Management Team

About Us

We’re not a large, faceless firm, and that’s our strength. At Oberoi Financial Group, we’re a close-knit team who believes that great financial advice starts with truly knowing the people we serve. Every conversation, every plan, and every recommendation is built on a foundation of trust, care, and collaboration.

Words From Our President

I firmly believe that when passion fuels ambitions, incredible things become a reality. Success, in my opinion, belongs to those who are brave enough to dream, then create a strategy, and then make the effort necessary to achieve their goals and make the dream a reality. Oberoi Financial Group’s goal is to help you to convert that dream into reality. Our basic principles of honesty, creativity, and innovation have allowed us to meet our client’s financial needs as quickly as possible by giving them the best opportunities and investment strategies to profit the most. Working closely with you, we are committed to building and procuring long-term partnerships with our clients. Finally, our success is determined by our ability to appeal to our clients and service them with satisfaction.

– Neeraj Oberoi , CEO & President

Meet Neeraj

Our Leadership Team

Shivani Oberoi

Financial Security Advisor

Shiv Oberoi

Certified Financial Planner, Financial Security Advisor & Investment Advisor with Quadrus Investment Services Ltd.

Samanta Proulx

Business Administrator & Marketing Executive

Josée Daraiche-Giard

Operations Support Associate

Our Vision

Our vision is to be Canada’s leading partner in financial planning, insurance guidance and wealth management, empowering professionals, medical residents, physicians and families to build financial confidence, protect their income and create lasting generational wealth through personalized, long-term strategies

A financial planner discussing retirement savings with a couple. financial planner discussing

Shaking hands, rooftop and business men with deal in city for finance with risk management contract. Agreement, greet and financial planner with client for investment negotiation with handshake.

Our Mission

Our mission is to empower Canadians, especially professionals, medical practitioners and business owners, with financial clarity and confidence. We provide personalized financial planning, insurance solutions and long-term wealth strategies, guiding you through every stage of life as trusted partners committed to your success.

Giving Back to The Community

At the heart of our work is a dedication to giving back. Through the Oberoi Rising Dreams Foundation and our year-round charitable efforts, we support children, families and community programs that make a meaningful difference. From backpack drives to holiday toy collections, we are proud to stand beside the communities who trust us and help create brighter futures.

How Our Process Works

Our process is designed to make financial planning simple, transparent and personalized. Whether you’re a medical professional, business owner or family looking for clarity, we guide you step-by-step to build the financial future you deserve.

Step 1 – Discovery Call

We learn about your financial goals, current situation and key concerns to understand exactly how we can support you.

Step 2 – Personalized Financial Plan

We build a customized financial strategy tailored to your career, income and long-term wealth goals.

Step 3 – Implementation & Action

We put your plan into motion using proven financial strategies, insurance guidance and disciplined planning.

Step 4 – Ongoing Support & Review

We stay by your side with continuous guidance, regular reviews and adjustments to keep you aligned with your goals.

Learn More

Our Journey

Since 1979, Oberoi Financial Group has grown from a local insurance brokerage into a nationally recognized financial planning firm. Rooted in integrity, innovation and family values, our journey reflects the milestones that shaped who we are today—and the lasting relationships we’ve built with the communities we serve.

1979

Business Innovation

Founded as Oberoi Insurance Brokers by Tansen Oberoi, the firm began with a simple vision: to provide trusted, expert advice that helps Montrealer’s, individuals, families and businesses—make confident financial decisions.

2008

Oberoi Transforms

Under Neeraj Oberoi’s leadership, Oberoi Insurance Brokers evolves into Oberoi Financial Group, expanding into a full financial planning practice while preserving the mission and values that started it all.

2009

Guiding Professionals

Shivani and Shiv Oberoi become pillars within Oberoi Financial Group, strengthening the firm’s legacy and expanding its vision. In 2009, they begin shaping a specialized offering tailored to the unique needs of medical professionals — from residency through to established practice. Their leadership marks the beginning of a dedicated focus on supporting physicians, residents and healthcare practitioners throughout every stage of their careers.

2018

Nationwide Recognition

Our growth extends across Canada as we become certified and recognized in multiple provinces, including Quebec. Strengthening our national presence and the confidence clients place in our expertise.

2025

Principled Growth

Now recognized as a leading financial planning firm in Canada, we remain anchored in integrity, innovation and meaningful client relationships—expanding our services as we grow with the professionals and families who count on us.

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.

You Dream.
We Plan.

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