About

Hi, I'm Sumeet.

I help you reach to your financial goals

I help entrepreneurs build their dreams

With a Masters in Business Administration and Management followed by a Post-Grad in Corporate Finance. Worked 12 years in FMCG, and then headed to other industries such as Real Estate and IoT. Lived in Portugal, for 30 years, moved to U.K and then came to Canada in the of 2017. I have Indian origins and speak fluently Gujrati, Portuguese, Spanish and I also understand Hindi and currently learning French. Professionaly, I am dividing my time between lecturing Financial Markets & International Business subjects in a College (Montreal) and practising Financial Security Advisory (Quebec & Ontario licenced).

Additionaly, I have gain 1 full life cycle in SAP implementation as professional experience.

I am a strong believer that our hard earned money should be working as hard as we do. Financial knowledge should be accessible to all.

Mission

To help you set and reach your financial goals. To protect your family income and grow it in a safe way.

Vision

Every individual should reach to financial freedom stage and enjoy the good things in life.

Values

Meet the Team

Team – More Information about the team is coming soon

Your success is our success

The team is composed by independent advisors. Each one is specialist in a specific area

I was able to gather a successful group of people who is specialist in their field: law, accounting, tax, financial security, financial planning. This way we will have a quick access if we need an additional expertise to define your wealth strategy

You are not rowing alone...

Everything starts with an open and honest conversation by sharing your goals and it’s half done!

We only need to prioritize your different life stages, like planning major purchases (house), save for children education, and preparing a fantastic and well planned retirement: ensuring that your wealth is distributed in an efficient manner, leaving and providing enough for your estate.

If you are on high income tax bracket, it’s important to learn how to save and grow money in a safe way.