We fill gaps..

Insurance is mostly overlooked in financial planning. Inadequate financial planning means unnecessary hardships for your loved ones.

We help learn & earn..

We aim to bring a difference in people’s lives by educating them about the potential financial risks, the mitigation strategies and help them make smart investment and financial decisions.

We follow process..

Our systematic approach will guide you through every step and ensure that you receive a tailored package that is perfectly inline with your needs and circumstances.

We are committed

We always strive to have client's experience not just pleasant but more confident. Our mission is to provide you with absolute peace of mind.

Our
Story

Shikha Sardana has been an educator for many years, she has an avid interest in financial planning. She found her passion for insurance along the way and built her knowledge and specialties in Canada’s growing insurance industry.

Today, Shikha is a licensed life insurance advisor in Ontario. She has worked with a few renowned insurance organizations before she started working as an independent life insurance and investment advisor.

Financial Advisor

Shikha Sardana
LLQP (Life License Qualification Program)
ONTARIO | ALBERTA | BRITISH COLUMBIA | NOVASCOTIA