Manish Patel
CLU

 

I’m the founder of Aum Financial Solutions Inc., a firm created to help clients understand their financial lives and position themselves to reach their fullest potential. 

 

I’m passionate about helping clients understand their current financial situation and clarify their goals. Together, we create a plan to get them on their path and feel confident at every stage of Life.

 

In today's world, people have money and are anxious to plan their lives well, but are bombarded with so much of information that they are scared to take action. Some people land up making temporary plans which cost a lot later, while others do not take a decision at all. Fortunately, there are few advisors who have taken time to get the required qualifications and got the experience to work with a wide range of life situations. 

 

Financial planning is a process of creating strategies, considering ALL relevant aspects of your financial situation, to manage the financial affairs and meet life goals.

 

My job as a Financial Planner is to help individuals make more conscious, reasoned and coordinated decisions that lead to the achievement of established financial goals.

    

MY MISSION

 

 

 

My mission is to help you and your family as soon as possible in order to help you avoid the financial missteps that so many others make, as they receive their financial education from the school of hard knocks. I’m here to serve and guide you along your own path, towards a life of financial freedom.

 

 

I help clients, like you, take their complex financial lives and make them simpler and more tangible.  The process gives them clarity and saves time by handling what for most is an arduous task. This allows people to focus on living and enjoying life, knowing that their financial future has been well thought out. I guide through the options and help make informed decisions without overwhelming my clients with confusing equations.

 

 

MY VISION

 

 

I want to make financial lives of people more satisfying & fulfilling by helping them achieve what they desire from this adventure called Life.

I dream of helping one individual each day of my life, realize his or her dreams by taking actions that make them confident towards the achievement of their personal, family & financial Goals.

LOCATION

 

Toronto

Ontario

CONTACT

 

Manish Patel
647 994 4471
manishpatel.finance@gmail.com