At Shivji Financial Services, we work closely with you to develop and implement unique, just-for-you strategies that help you efficiently achieve your goals.

Estate planning

Build your legacy with a comprehensive wealth transfer plan

Tax minimization

Minimize tax with insurance strategies for professionals, business owners and entrepreneurs

Business planning

Increase after-tax income and protect your business with a succession plan

Professional credibility

With over 35 years in the business and hall of fame honours, we have a stellar reputation in the industry, a hard-working team of professionals and strong partnerships with experts in the field.

Honesty and integrity

We earn our clients’ trust, by building long-term relationships and individual plans they can rely on.

Quality living

We like to get the most out of life, and we help our clients do the same.