Shah Financial Planning Inc. (SFP), is a full-fledge Mutual Fund Dealer company. SFP is a member of Mutual Fund Dealers Association of Canada (MFDA). MFDA is the national self-regulatory organization (SRO) for the distribution side of the Canadian mutual fund industry.
In 1976, Mr. & Mrs. Narendra and Hardip (Dipa) Shah started Shah Business Services to offer manual income tax preparation and typing services on the kitchen table of their apartment on O'Connor Drive, Toronto.Slowly and steadily our business kept growing to date. We are continuously and rapidly growing with precious support from our clientele.
In 1976, Mr. & Mrs. Narendra and Hardip (Dipa) Shah started Shah Business Services to offer manual income tax preparation and typing services on the kitchen table of their apartment on O'Connor Drive, Toronto.Slowly and steadily our business kept growing to date. We are continuously and rapidly growing with precious support from our clientele.
Reviews (8)
Shirly Rose
Jan 30, 2022
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Mehul Shah
Dec 22, 2020
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I have worked as an advisor with Shah Financial Planning Inc. since 2011 and my experience with them, especially Mr.Shah and Dipesh Chauhan, has been of a support system that invests in the growth of their advisors as well as clients. I enjoy the flexibility and self-paced work that Shah Financial offers, while also being able to balance an ambious career path. They are a team of highly qualified experts with a collaborative nature at their root.
Mike Puro
Dec 18, 2020
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As a long time Financial Advisor, I have worked with a handful of different organizations over the past 25 plus years and most recently I have joined Shah Financial Planning Inc after a long search to find a family type operation that valued their clients and advisors alike. If you are looking for an experience where you are not just a number I suggest you give us an opportunity to earn your business.
Lata Pandey
Oct 17, 2020
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Amit Shah
Sep 26, 2020
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Abhay Bhale
Aug 04, 2020
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I have started working for Shah Financials as a Financial Advisor in the middle of 2020. My experience with them has been nothing but amazing. They are so professional in what they do, and have high compliance standards. There is always someone there to help you out ,whether its the administration work with all the forms, or help with the new funds or building a portfolio. I'm really looking forward to my Advisor journey with Shah Financial.
Arun Kumar Cpa Cga
Jul 28, 2020
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Shah Financial is helping people to build a wealth. I am working with Mr. Shah & Mr. Dipesh who are extremely helpful not only to consultants but to public as well. Shah Financial have tailor made solutions for all type of mutual funds portfolios which helps to create & grow your wealth. I recommend to every one go to Shah financial for financial freedom.
Devangkumar Shah
Jun 04, 2020
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Shah Financial Planning Inc is one of the best mutual fund dealer in Ontario. I believe they are the only one who helps advisors to grow their business . I am working with Shah Financial planning Inc since last 6 years and see the differences compared to other three dealers with whom I worked before. Very progressive and innovative Mutual fund Dealership.
