- Artee@wealthbasics.ca
- 20 Wertheim Court, Suite 40, Richmond Hill ON L4B 3A8
I created Wealth basics to offer personalized investments, financial planning and insurance advisory services to my clients. With over 20 years of experience in financial services, I founded Wealth Basics to empower clients by simplifying the complexities of wealth management. My career spans leadership roles at major insurers, reinsurers and consulting firms where I specialized in designing and managing sophisticated financial products. This hands-on experience allows me to cut through industry jargon and deliver tailored solutions in investments, insurance, and tax optimization that align with your unique goals.
I provide clear upfront pricing without hidden charges or conflicts of interest. As a fiduciary advisor, I am legally obligated to prioritize your needs above all else.
From investment management to tax planning, retirement strategies, estate planning, and insurance solutions, I cover every aspect of your financial journey through my services and network specialists.
I have access to all Canadian insurers and a vast array of investment funds, so I shop the market for you to recommend the best options available for your unique financial goals.
My commitment extends beyond initial planning; I offer ongoing support through regular reviews and updates to adapt to changes in your life or market conditions.
From policy wording to claims, I understand how insurers operate and how to leverage my insights for your benefit.
From product design to implementation, I understand how institutions operate and how to leverage that insight for your benefit.
I integrate investments, insurance, and tax planning to create strategies that protect your wealth today and grow it for tomorrow.
My fee-based model ensures advice is always objective, with no hidden agendas.
My qualifications reflect a lifelong commitment to professional excellence:
Rotman School of Management, University of Toronto
University of Pune, India
LOMA (credential for insurance professionals)
Licensed Insurance Broker Certification
Mutual Funds Licensing
I founded Wealth Basics to empower clients by simplifying the complexities of wealth management.
20 Wertheim Court, Suite 40, Richmond Hill ON L4B 3A8
Monday - Friday 08 AM - 04 PM
