Trust. Integrity. Confidence.
Holistic Financial Advice for Canadian Health and Wellness Professionals
Growing Your Wealth
Does this sound like
you?
• Paying down student loans
• Purchasing your first home
• Starting a family
• Saving and investing in stocks or real estate to build long-term wealth
• Starting your business or clinic
• Managing expenses for your goals and needs
These are some challenges most Health and Wellness Professionals face in their late 20's and 30's. We offer a complete holistic review of investments, paying down debt, risk management, and create tailored solutions to make your money grow for you.
Securing Your Wealth
Your greatest asset as a Health and Wellness Professional is your ability to earn an income and help your clients improve their lives. We build custom solutions using critical, disability and life insurance tailored to your specific needs, to provide you with flexibility and liquidity when you need it most.
Preserve Your Wealth
With a financial plan that protects your income and grows your money, you'll have more peace of mind. You’ll feel confident about your money working for you - and not against you.
Canada's Health and Wellness Advisors
We work exclusively with Canadian Health and Wellness Professionals. We understand the journey you take from undergrad to grad school, to specializing in your field of study. With our combination of science and business backgrounds, and narrowing our speciality to Health and Wellness, we focus on providing the absolute best financial advice and solutions tailored to your individual needs.
We are an independent advisory that works for you and not the banks. But we still have access to most products offered by financial institutions.
Why Work with Seva Wealth?
Fee-Based : We offer unbiased, honest advice that serves our client's best interests at all times - trust and transparency are the cornerstone of our relationships with our clients.
Holistic Approach: We provide all of your financial needs with insurance, investments, mortgages, and on-going financial advice for your financial goals. We don't focus on one particular financial system, we consider every aspect of our client's needs.
Adaptable: We are a virtual financial planning company, and coordinate our hours with your calendar needs. We don't work for banks or financial institutions, so we can accommodate around your schedule, including evenings and weekends!
Contact
Thank you for your interest! We look forward to helping you meet your financial and growth goals.
Phone
(778)-989-7255
