Shamali Das, CLU, B.A. M.A., ACS, AIAA

Financial Planner
Investment Representative

After migrating from Dubai in 2003, I started my career with Freedom 55 Financial as a Training Manager and later was promoted  to Director, Business Development. In 2012, I set up my practice as a Financial Security Advisor as I loved meeting with clients. I provide clients with financial solutions to meet their long term and short term financial goals. These solutions could be for generating income during retirement, enabling savings for their children's education, buying a home or ensuring that assets accumulated during their life time passes on tax efficiently for their loved ones (estate planning).

 

Both my Bachelors and Masters degree is in Economics and I also hold my Chartered Life Underwriter designation. I also am licensed in investments and insurance. While designing plans for clients I take into account their existing insurances and portfolios so that I can integrate further tax efficiencies.  Apart from having fluency in English, I also speak Malayalam, Tamil and have a fair understanding of Arabic and Assamese

 

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Recent posts

Financial planning for 2SLGBTQI+ families

May 24, 2023 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

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Four tips to help you make the most of your landscaping budget

May 15, 2023 - Canada Life

Don’t break the bank on your home landscaping...

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April 2023 market update

May 05, 2023 - Canada Life Investment Management Ltd.

For the month ending April 30, 2023...

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