About Me
Zoho Financial supports business owners, families and individuals with personalized financial advice designed to strengthen long-term financial health. Based in Ottawa, Zoho Financial specializes in investment planning, retirement strategies, tax-efficient financial structures, life & health insurance solutions, estate planning, education savings and travel insurance.
From the moment you begin your financial planning journey, Zoho Financial provides tailored guidance designed to make every step simple, transparent and stress-free.
Whether you’re planning for retirement, protecting your family with insurance, building wealth through investments or setting up benefits for your business, the team offers a comprehensive, client-first approach. This includes reviewing your financial situation, comparing options from 25+ top insurance and investment providers, preparing documents, and supporting you all the way through to implementation.
Specially services include:
Investment & Wealth Planning – Creating customized investment portfolios, ETF strategies and long-term plans that align with your goals, risk levels and time horizons.
Life & Health Insurance Solutions – Helping families and individuals secure the right insurance protection including term life, permanent life, critical illness coverage and comprehensive health plans.
Retirement Planning (RRSP, TFSA, Pension Options) – Building tax-efficient retirement strategies to maximize long-term savings and provide stable retirement income.
Tax-Efficient Financial Strategies – Helping individuals and business owners structure finances in a way that reduces tax burden and increases long-term returns.
Education Savings (RESP Planning) – Supporting families in creating structured savings plans for future education needs.
Estate Planning – Protecting your legacy through wealth transfer strategies designed to minimize liabilities and safeguard assets for future generations.
Travel Insurance – Offering coverage for Visitors to Canada, Super Visa travellers, international trips and emergency medical protection.