Zoho Financial
Harpreet Singh is one of the top financial advisors in Canada. He was one of the top 20 (Elite Club) advisors across Canada in the DFS Independent Network in 2020. He also won the Top Financial Advisor of 2021 award in Ottawa.
Zoho Financial
As a Financial Service Brokerage and Advisory firm, we take pride in helping Business Owners, Real Estate Investors, Professionals and their Families to secure their financial futures, realize their goals & dreams, optimize their wealth and plan their financial future. We are licensed to deal in all life, health and travel insurance products as well as hold licence to advise and sell investment fund products to clients.
Our Team
Our founder Harpreet Singh is one of the top financial advisors in Canada. Harpreet was one of the top 20 (Elite Club) advisors across Canada in the DFS Independent Network in 2020. He also won the Top Financial Advisor of 2021 award in Ottawa. Harpreet was also named the Advisor of the Year by DFS Independent Network in Ottawa-Gatineau and was also the top Insurance Advisor of 2020.
Harpreet is supported by his team members across Ontario, including his home team of Emily Prum, Elizabeth DuVall (Insurance) and Carol Zosiak as well as his Industry partners, Business Development and Associate team members.
Our Core Values
Care - We care for our clients, their families and our communities. Client First is not a buzzword for us, but we live it every moment.
Trust - Client Confidentiality, treating everyone with Respect, advising with Honesty, Transparency and Integrity are our keys to building trust and long-term relationships with our clients.
Learn - We believe in Financial Education for our clients, our community and especially our children and youth. We are life-long learners ourselves, continuously updating and upgrading our knowledge.
Engage - We always work in collaboration with our clients. We believe in community engagement and playing our part in nation building and strong communities.
Services Offered
Wealth Management - Fund Advice and Investment Management
Risk Management - Life and Health Insurance Needs' Analysis, Advice and help clients find the most suitable products
Financial Management - Helping businesses and families manage their finances, budgeting and savings
Estate Planning - Real Estate and Investment Owners to plan their assets, Multi-generational wealth transfer
Retirement Planning - Plan and implementation of retirement goals including advice and help on RRSPs, TFSAs, Annuities
Tax Planning - Optimizing long-term tax benefits for small business owners, real estate owners and families
Education Planning for Children - RESPs and Other Education savings
Travel Insurance - For Canadians traveling abroad, Visitors to Canada, Super Visa