Shamali Das, CLU, B.A. M.A., ACS, AIAA
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
Contact me today to learn more
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...Read more
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...Read more
April 2023 market update
May 05, 2023 - Canada Life Investment Management Ltd.
For the month ending April 30, 2023...Read more