Prasoon Srivastava CLU,CHS
3000 Steeles Ave E, Markham, ON L3R 4T9, Canada
(5)
3000 Steeles Ave E, Markham, ON L3R 4T9, Canada
(5)
I partner with my client to make smart decisions about their money.
I am a Chartered Life Underwriter and Certified Health Insurance Specialist who specializes in risk mitigation strategies and Tax & Estate planning services.
I offer savings/investments for RRSP, RESP and non-registered accounts in addition to Tax & Estate Planning.
Show more
5 customer reviews
Paresh Ashar
Very much friendly, displays professionalism, very much patient, matured and gives proper guidance unlike other desi advisors whom I dealt in the past who have zero customer service skills and are terrible. I wish I can give Prasoon more than 5 stars. God bless u and ur family. More...
Sonia Bruzzese
Prasoon has been my financial advisor for many years and through many market ups and downs. He is very professional, attentive and has always put my best interests first. I have been continuously achieving my financial goals with his guidance and expertise. Thank you, Prasoon! More...
Alok Singh
Prasoon is a very nice person, friendly and honest. He helped my family and me with the right options, answered all my questions. I feel very lucky to have prasoon as my advisor and friend too. More...
Rizwan Abbasi
Prasoon is a very professional and friendly individual who helped in getting the best deal for life insurance by exploring various options that would suit me best. He is always willing to help, and I'd highly recommend him for any financial needs! More...
Mr. Marlon Singh
Prasoon is a great guy; I got the best advice and continued receiving valuable and updated info. You definitely know when someone has experience. Being a Realtor, we know how to analyze people and wants, and this individual definitely displays this type of professionalism. He gives you products that you need and no abstract garbage. More...
What do you love most about your job?
Helping people to define and reach their financial goals in life.
What inspired you to start your own business?
In the country of immigrants where 150k people come every year they need help to know the different aspects of Financial planning and risk mitigation strategies.
Why should our clients choose you?
I bring a team of professionals who bring over 150 years of experience to the table.
Can you provide your services online or remotely? If so, please add details.
Yes, Certainly we are equipped with Microsoft Team meeting and Zoom to give an online service experience to the clients and prospects
What changes have you made to keep your customers safe from Covid-19?
Helping clients to get service online and help them to provide risk mitigation strategies.
Tax & Estate Planning
• Evaluating Wills and POAs
• Tax-efficient asset transfers
• Planned giving strategies
• Transition and executor assistance
Specialized Needs
• Integrated financial strategies
• Tax minimization strategies
• Business tax strategies
• Business protection & succession
• Eldercare planning
• Action plans and specialized reports
• Regular reviews and updates
Cash Flow Management
• Budget planning
• Cash flow analysis and projections
• Mortgage and debt analysis
• RRSP & investment loans
Business Owners Insurance
Let us help you to understand the risk you have, running your business and help you to make a tax-efficient plan to mitigate it...
TFSA
The best way to save money for emergencies and help you to understand that what is suitable for you, either RRSP / TFSA or both
Asset Management
• Portfolio and pension analysis
• Portfolio and asset allocation
• Portfolio rebalancing
• Fee-based accounts
• Education savings plans
• Disability savings plans
Financial Security
Financial Security
• Insurance needs analysis
• Life insurance
• Income protection
• Living benefits
RRSP
Retirement Planning
• Evaluation of retirement needs
• Pensions and government benefits
• Retirement projections
• Income splitting strategies
• Registered plans
