Ensuring Confidence, Backed by Expertise

With over two decades of dedicated industry expertise, I am deeply committed to delivering comprehensive insurance solutions specifically tailored for Business Owners and Healthcare Professionals.

My approach encompasses a seamless integration of financial, tax, and estate planning, resulting in meticulously customized insurance plans that address the distinctive needs of each client, both personally and professionally.

My primary focus is on mitigating risk, minimizing tax exposure, and safeguarding assets. The strategies I present are thoughtfully curated to fill a financial void that may not always be at the forefront of consideration.

In my pursuit of excellence, I have fostered collaborations with industry leaders and subject matter experts. This ensures that my clients benefit from well-informed financial advice and guidance, drawing on the collective wisdom of those at the forefront of our field.

Ultimately, my objective is to protect and enhance the wealth of my clients, working towards the creation of a lasting legacy for their families and future generations. Through strategic planning and unwavering dedication, I am here to guide you on the path to financial security and prosperity.

Being in the industry for 30yrs plus, I can help you with your financial needs when choosing the right mortgage solution. I am committed to helping you find the right financing to suit your needs and to make your mortgage experience a positive one.

I also specialize in working closely with BMO Lending Referral Program Partners. This is a powerful network of COI’s from Financial Advisors/ Investment Planners/ Wealth Management/Accountants/Insurance companies and realtors that can benefit and assist their clients with home financing solutions. If you are considering a new purchase, refinancing, switching your mortgage or a Home equity line of credit I can assist you.

As an experienced mortgage professional, I work closely with my customers and partners to provide sound mortgage advice. I understand what’s important to you; trust/simplicity and honest advice and you have my commitment to provide an exceptional experience.

Brian’s over 30-years’ experience in the areas of taxation, estate planning, financial planning, investment management, risk management and philanthropic planning, provide him with a unique skill set that allows him to provide integrated and holistic advice to affluent Canadian families.

Brian’s professional career started with KPMG in 1986 wherein he obtained his fundamental accounting and tax expertise. His career at KPMG involved the normal advancement positions and culminated in the management of the Estate and Trusts group.

The Estates and Trusts group was primarily responsible for the estate and tax planning for Canadian privately owned businesses.

In 1996 Brian moved to Assante, to become a founding member of the Assante Wealth Management group. The Wealth Management group was responsible for providing integrated tax and estate planning advice to affluent Canadian Families. Brian spent 10 years at Assante gaining a fundamental knowledge of investment management as well as advancing his expertise in the preparation of holistic reviews of client’s affairs.

At Assante Brian developed and refined the processes and procedures he uses when reviewing a client’s affairs in the areas of, Financial Planning, Tax Planning, Risk Management, Estate Planning and Strategic Philanthropy.

Apurva Dylan Shah grew up in the City of Mississauga. He studied political science at Michigan State University and obtained his Juris Doctrine from Wayne State University Law School in 2007.

He was subsequently called to the Illinois State Bar in 2007. Apurva practiced Bankruptcy Law in the City of Chicago with a national bankruptcy law firm. He returned to Canada in 2009 and was called to the Ontario Bar in 2011.

Although he serves a wide variety of clients, his principle practice areas are Civil Litigation, Real estate, Business Law, Wills and Powers of Attorney.

He has represented clients in various levels of Court in Ontario including tribunals and administrative boards.

With over 25 years of experience in the employee benefits industry, Jeff is a seasoned expert with a deep understanding of employer perspectives, particularly within the realm of 5,000 to 10,000 employee groups. Having administered over $1 billion in employee benefits premium, Jeff possesses a comprehensive knowledge of the intricacies involved in managing large-scale benefits programs.

In addition to his extensive industry experience, Jeff serves as the Head Instructor at the National Payroll Institute, where he leads efforts to establish and promote best practices in employee benefits management. His expertise is widely recognized, leading him to become a sought-after contributor and author for respected publications such as Benefits Canada, Employee Benefits News, HR Reporter, and Benefits & Pensions Monitor.

Jeff holds an LLQP License, demonstrating his commitment to maintaining the highest standards of professional excellence in the field. His educational background includes a Bachelor of Arts degree from Western University, a Graduate Diploma in Law & Security Administration from Fanshawe College, and a Certificate from the Program of Instruction for Lawyers on Negotiation at Harvard Law School.

Driven by a passion for continuous learning and a dedication to advancing the field of employee benefits, Jeff brings a wealth of knowledge, expertise, and leadership to every endeavor, making him a trusted advisor and thought leader in the industry.

Gaurav is a passionate leader with substantial experience in building robust teams, as well as enabling higher levels of performance and maximized efficiency. Proven expertise in developing strategic marketing strategies, new product launches, and demand generation. In-depth knowledge of key marketing functions and how to use them to scale businesses.

Expert at delivering customized marketing solutions Health Tech, SaaS, and Financial companies for converting MQLs to SQLs. Proficient in deploying MarTech tools to automate processes and improve efficiencies. Known for successful launch of digital marketing campaigns leading to raised buyer intent.

Proven abilities in development of pragmatic marketing framework for new products bridging the gap between end-user needs and wants. Multi-faceted product and marketing professional with proven success in establishing plans and tactics that fuel growth and drive user acquisition.