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Investment and Insurance Consultant Claimed

The magic of life is always outside the comfort zone


5.0/53 Reviews
About

As a Senior Manager with over 5 years of experience serving 300+ clients in the insurance and investment industry, I'm dedicated to helping you achieve your financial goals. I offer free consultations tailored to your specific needs, conducted via virtual meetings like zoom, in-person, or at my office.

My Services Include:

* Medical Insurance: Supervisa,Visitor Visa & Student insurance.

* Investment Strategies: TFSA, RESP, FHSA, RRSP, Corporate Tax Savings Plans, Estate Planning, and Retirement Planning. SIP PLANS AVAILABLE.

* Insurance Solutions: Life Insurance, Disability Insurance, Critical Illness Insurance, and Health & Dental Plans.

*Simplifying Your Financial Journey*

I'm available until 11 PM, even on weekends, to provide the flexibility and support you deserve.

Contact me today for a complimentary consultation.

Serving Ontario, Alberta & Saskatchewan.  In other provinces will connect you with my business partners. 

[Setu Gupta, 289-696-5836]

Additional Details

    3 Reviews for Investment and Insurance Consultant

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    Superb help with tax saving plans and wealth management
    5.0

    I recently relocated to Canada GTA region from New York. I was overwhelmed with navigating the complex financial landscape. That’s when I met Setu Gupta, who expertly guided me through the process. His exceptional knowledge, professionalism, and personalized approach helped me understand local tax implications, get a jump start on my investment portfolio before US elections (over a Zoom meeting!). His responsiveness, transparency, and empathy put me at ease during a stressful transition.

    Was this review ...? Interesting 0 LOL 0 Love 1
    bestiptv25147 1 Reviews
    Great Service from Setu
    5.0

    I took visitor visa insurance and Investment service from Setu. What a great service and knowledge. Will definitely recommend him for great service .

    Was this review ...? Interesting 0 LOL 0 Love 1
    Vibhor R 1 Reviews
    Super Visa Insurance
    5.0

    I reached out to Setu regarding a Super Visa Insurance. He explained the pros and cons of different providers and helped me select the right one for my needs. Highly recommended.

    Was this review ...? Interesting 0 LOL 0 Love 1
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