营业时间
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星期日
09:00 - 17:00
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星期一
09:00 - 19:00
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星期二
09:00 - 19:00
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星期三
09:00 - 19:00
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星期四
09:00 - 19:00
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星期五
09:00 - 19:00
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星期六
09:00 - 17:00
公司资讯
Pahul Dhawan | Complimentary Financial Education SessionYour financial future deserves more than guesswork. And understanding it shouldn’t have to come at a cost.Many people work hard, earn an income, pay taxes, save money and plan for the future without fully understanding how all these financial pieces work together.Are you making the most of the financial options available to you? Do you understand how your savings accounts work, how taxes affect your income, or how financial protection fits into your long-term plans?These are important conversations that many people postpone until a major life event makes them necessary.My goal is to make financial knowledge more accessible through complimentary, personalized educational sessions designed to help individuals and families become more financially informed.What can we explore together?Financial Foundations: Budgeting, income management and building a stronger financial foundation.Registered Savings Plans: Understanding TFSA, RRSP, FHSA and RESP options.Tax Awareness: Understanding progressive taxation, tax brackets and common payroll deductions.Investment Education: Exploring investment principles, portfolios, risk and market fluctuations.Financial Protection: Understanding insurance concepts and the role of financial protection.Retirement Planning: Learning about long-term savings and retirement planning fundamentals.Why make time for this conversation?Because financial decisions are part of everyday life. The more you understand, the better equipped you are to ask questions, evaluate your options and make informed decisions.Whether you’re just starting your financial journey, building a family, advancing your career or thinking about retirement, financial education can make a meaningful difference in how you approach the future.Your session is complimentary, with no obligation to proceed with any product or service.Don’t wait until you have a financial question to start learning about your finances.Book your complimentary financial education session and take the first step towards becoming more financially informed.团队组成
Pahul Dhawan
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Halifax
Pahul Dhawan
热门服务
Introduction meeting
30 分钟
Curious about financial services or exploring a business opportunity?This introductory session is an opportunity to learn who we are, what we do, and how we help individuals and families build a stronger financial foundation.We’ll also introduce you
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Halifax
Introduction meeting
Financial Education
45 分钟
Understanding and making proper financial choices.In this session, we’ll explore more about your financial decisions and choices, common payroll deductions, future planning, and different ways to structure your savings and your contributions.Topics i
bookwithpahul
Halifax
Financial Education
Introduction to Insurance
60 分钟
Building wealth is important. Understanding how to protect it is equally important.This session introduces the fundamentals of insurance, wealth protection, and estate planning, helping you understand how financial protection can support you and your
bookwithpahul
Halifax
Introduction to Insurance
FNA/KYC
30 分钟
Your financial journey should begin with understanding where you currently stand.A Financial Needs Analysis (FNA) is a fact-finding session designed to understand your current financial situation, priorities, goals, and future needs.We’ll discuss are
bookwithpahul
Halifax
FNA/KYC
Strategy Q&A
30 分钟
Your financial goals are unique, and your strategy should reflect that.Following your Financial Needs Analysis, this session focuses on discussing potential financial strategies aligned with your individual circumstances, priorities, and goals.We’ll
bookwithpahul
Halifax
Strategy Q&A
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