With over 15 years of experience, Shiv Oberoi has been empowering clients with tailored Financial Planning, Insurance and Investment solutions. His unique approach targeting medical professionals, high net worth individuals and business owners focuses on achieving financial security through strategies that optimize tax efficiency, protect assets, and build long-term wealth. After completing his studies as a finance major from the John Molson School of business, he went on to obtain his Certified Financial Planner, financial security advisor and investments advisor designations. Shiv continues to expand his knowledge by being active in the industry and enjoys sharing his expertise through various speaking engagements at conferences and seminars.

With a specialization in integrated financial planning, retirement planning, corporate insurance, and tax-efficient solutions, Shiv ensures his clients achieve financial clarity and confidence. By aligning with their unique goals, he fosters trust and delivers measurable outcomes that build enduring relationships. With a client-focused approach, he always ensure to put his client’s goals and needs at the forefront of every plan created. On a personal side, he is a sports enthusiast that enjoys golfing, cycling, skiing and tennis among others. As a former competitive tennis player, he has a natural competitive side that helps his thrive for excellence in all that he does. He also understands the importance of a well-balanced life by traveling and spending quality time with his family and those close to him. He also believes in the importance of giving back and helping those around him. He is an active participant and board member of several charities including the family founded Oberoi Rising Dreams Foundation.