The Value of Shatakshi Tangri
BLESSINGALWAYSGURUJI
Let’s Succeed Together
Looking for a financial consultant you can trust? Look no further than Shatakshi Tangri ! As an insurance & investment advisor, I work hard to make the process as stress-free and straightforward as possible for my clients. Let me help you find the perfect financial goals for your family!
About SavewithShats
-Advising with purpose
At Savewithshats, I completely understand the challenges people face for not having in-depth knowledge of the financial industry which is why my goal & focus is to provide the right service for my clients with education so they know where every penny is being put and what is the importance of it . With over 5 years of experience in the industry and advising the portfolio of over 200 clients, I use my knowledge and expertise to guide my clients through the expert financial analysis process.
I am committed to providing my clients with the best service possible and ensuring they understand the entire process and make decisions that are best for them. With me, you can be sure that you have a knowledgeable and experienced advisor by your side.
Client Testimonials
“Shatakshi is an exceptional and very knowledgeable advisor She has demonstrated a strong understanding of Insurance and Investment products. Her ability to efficiently identify my Insurance and long term financial goals exceeded my expectations. I specifically admired her strategic approach, level of competency and perseverance. I highly recommend Shatakshi as an Insurance and Investment advisor.”
Ravi Sharma Narain
“I cannot recommend Shatakshi Tangri highly enough! From the very first meeting, she took the time to truly understand my financial goals and concerns. Her tailored approach to creating a financial plan gave me the confidence to make informed decisions about my future. Thanks to her, i’ve been able to organize my investments. The professionalism, in-depth knowledge, and willingness to go the extra mile set her apart. If you’re looking for someone who genuinely cares about your financial well-being, Shatakshi is the one to trust!”
Navila Mahajan
“Shatakshi is a very good person and has a great personality. She knows how to do business with clients and possess amazing skills of explaining business to clients.”
Sarah Ohema
Area Of Expertise
Your Partner
Super Visa And Travel Insurance
“Travel with peace of mind”
Super Visa insurance is mandatory for parents and grandparents visiting Canada on a Super Visa. Travel insurance covers medical emergencies, ensuring you are not burdened by unexpected healthcare costs abroad. These are critical for avoiding financial strain during unforeseen circumstances and for meeting visa requirements, ensuring both visitors and hosts enjoy their time stress-free.
TFSA (Tax Free Saings Account)
“Grow wealth tax-free”
A TFSA allows individuals to save and invest money tax-free, meaning your contributions, earnings, and withdrawals are not taxed. It’s crucial for saving towards short- or long-term goals while maximizing investment returns. TFSAs are versatile, enabling access to funds anytime without penalties, making them an ideal tool for financial flexibility.
Life And Term Insurance
“Protect loved ones’ future”
Life insurance provides a financial safety net for your dependents in case of your untimely demise. Term insurance offers coverage for a specific period, ideal for temporary needs like paying off a mortgage. This is essential to ensure your family is financially secure and can maintain their standard of living without you.
RESP (Registered Education Savings Plan)
“Invest in their future”
RESPs are savings plans to fund a child’s post-secondary education. Contributions grow tax-free, and the government adds grants to boost savings. This plan is vital for reducing the financial burden of tuition fees and ensuring that your children have access to quality education without accumulating debt.
FHSA (First home savings account)
“Build your home dreams”
The FHSA combines the benefits of TFSAs and RRSPs, allowing tax-free savings for a first home. Contributions are tax-deductible, and withdrawals for a qualifying home purchase are non-taxable. It helps first-time homebuyers achieve their homeownership goals faster by reducing financial barriers.
rrsp (Registered retirement savings plan)
“Save for golden years”
An RRSP is a retirement savings plan with tax advantages. Contributions are tax-deductible, and investment growth is tax-deferred until withdrawal. This helps individuals save for retirement while lowering current taxable income, ensuring financial security in retirement years when income sources may be limited.
Corporation Tax Advantages
“Business grows, taxes shrink”
Corporations enjoy tax benefits like income splitting, lower corporate tax rates, and tax-deferral opportunities. These advantages help businesses reinvest profits, improve cash flow, and plan for growth. For individuals, incorporating can optimize income and reduce tax liability, fostering wealth accumulation.
Contact Me
Shatakshi Tangri
Expert financial guidance tailored for Canada. Let’s build your future together.
Canada
4300 Steeles Ave W #31,
Woodbridge, ON L4L 4C2
Want to know how to invest in 2025?