Mitali Sharan, Partner at Solomon Financial Corporation

Mitali Sharan, Partner at Solomon Financial Corporation Your personal and corporate finances don’t have to be confusing.

I help Canadians understand insurance, investments, and holistic planning so they can make informed, confident decisions at every stage of life.

🚨I see this gap constantly with incorporated business owners and dual-income households. You have built real wealth, but...
08/11/2026

🚨I see this gap constantly with incorporated business owners and dual-income households.

You have built real wealth, but your beneficiary designations haven't been touched since you opened the account.

That mismatch is where estates get messy, and where families end up in probate for things that should've transferred instantly.

Coordination between your ⚖️Lawyer, 🧾Accountant and 📈Advisor can make this process a lot smoother.

Tax strategies. Returns. Insurance. None of it answers the question that actually matters.
06/23/2026

Tax strategies. Returns. Insurance. None of it answers the question that actually matters.

Most families who qualify for an RDSP never open one. Not because they don't care. Because nobody told them.The governme...
05/06/2026

Most families who qualify for an RDSP never open one. Not because they don't care. Because nobody told them.

The government will literally deposit money into this account, no contribution required in some cases; yet 7 in 10 eligible Canadians are leaving it untouched.

If you or someone in your family has a Disability Tax Credit, this is the conversation that needs to happen before anything else.

Swipe through to see the numbers. Then DM me RDSP and let's talk.

The number in your retirement account isn't the plan. The structure around it is. 🏗️Swipe through to see the two-layer f...
04/26/2026

The number in your retirement account isn't the plan. The structure around it is. 🏗️

Swipe through to see the two-layer framework I use with clients and three questions worth asking yourself before you retire. 👉

Save this one. You'll want to come back to it. 🔖
📩 DM me to start building yours.

Here’s what working with me looks like for those looking for a personal or corporate strategy 🤝Although I often also get...
04/18/2026

Here’s what working with me looks like for those looking for a personal or corporate strategy 🤝

Although I often also get calls for very immediate needs too - needing a good term life insurance policy because a home was purchased, a mortgage changes or needing to transfer a pension with change in employment.

Let’s book a discovery call 💻

One thing I tell every client: the rules don't change based on your income. The playbook does.Whether you're pulling $80...
04/11/2026

One thing I tell every client: the rules don't change based on your income. The playbook does.

Whether you're pulling $80K or $800K of income from an employer or your own corporation, you still need:

1. The right accounts
2. Protection that makes sense
3. A plan you actually review
4. Consistent action over time

Swipe through ➡️because this one's for everyone.

I answer my phone. Wild concept, I know. 📲In an industry where people feel like they are talking to a voicemail, I reall...
04/09/2026

I answer my phone. Wild concept, I know. 📲

In an industry where people feel like they are talking to a voicemail, I really enjoy real conversations ☕️

The more I get to know you the easier it is for me to address what you need. The math has to work but it means nothing if its not aligned to what you want and need.

Life changes super fast, in the past 6 years I have sold a property, had 2 kids, new firm, new house, new business and had a critical illness diagnosed in the family. My financial needs have evolved just like yours.

I'm one call away, always.

Most incorporated business owners I meet have the same gap:Their 📚 accountant handles the tax side. Their advisor 📈handl...
04/08/2026

Most incorporated business owners I meet have the same gap:

Their 📚 accountant handles the tax side. Their advisor 📈handles personal investing. Nobody is connecting the two inside the corporation. 🤝

That gap is expensive. It gets more expensive when there is no coordination between your corporate and personal expenses.

A well-structured corporation can:
→ Fund insurance with cheaper, pre-tax corporate dollars
→ Grow retained earnings in a tax-advantaged environment
→ Create a tax efficient pipeline from your business to your estate

This is not about exotic strategies. It's about making sure your corporate structure is actually working for you, not just sheltering income.

I work with business owners to build that coordination; insurance and investing inside the corp, aligned with what your 📚accountant is already doing.

Want to see what this looks like for your situation? Let's connect and maybe bring your 📚accountant a long for the conversation!

Calling all Accountants & Lawyers 📞When your clients are making major financial decisions, the insurance and investing l...
04/07/2026

Calling all Accountants & Lawyers 📞

When your clients are making major financial decisions, the insurance and investing layer matters. I work alongside your advice, not around it.

Referrals are mutual, and I respect the relationship you've built with your clients. Let's connect over coffee.

The TFSA is one of the most under-utilized tools in Canada. Tax-free growth (I personally hold assets with strong apprec...
04/06/2026

The TFSA is one of the most under-utilized tools in Canada.

Tax-free growth (I personally hold assets with strong appreciation for part of it as a retirement strategy 💁‍♀️ cause no future tax liability)

BUT most people are treating this like a savings account and that’s the mistake.

Tax-free withdrawals.

No impact on your future tax brackets.

If your TFSA so far has been sitting in cash,it is time we aligned this to your plan.

It’s not about opening one - it’s about structuring it properly.

Address

Halifax, NS

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm
Saturday 9am - 12pm

Telephone

+19024784575

Website

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