Dulari Shah - Sun Life Financial advisor

Dulari Shah - Sun Life Financial advisor Dulari Shah is a Certified Financial Planner and a Chartered Life Underwriter in Toronto. The plan includes solutions that complement your planning.

Dulari is in the business of establishing long-term relationships with her clients. She helps her clients acheive and maintain successful financial programs. Her objective is to understand your goals and help you build a financial plan. Life does keep changing, so its important to review your plans and modify your planning to match that life stage. Retirement should not be a Do-It-Yourself Project

instead strategic retirement planning should let you retire with confidence. Practice Areas:
Income and Lifestyle Protection Solutions
Retirement Planning
Investment Planning
Estate Planning
Group Benefits (Employers looking for solutions)

Product Solutions:
GIC's
RRSPs
RESPs
TFSAs
Group Benefits
Payout Annuities
Accumulation Annuities
Mutual Funds
Segregated Funds
Life Insurance
Personal Health Insurance (Drugs, Vision, Dental etc)
Disability Insurance
Critical Illness Insurance
Long-Term Care Insurance
Tax Sheltered Investment options

I am a Sun Life Financial advisor. These are my personal opinions and do not constitute
professional advice nor do they reflect the official position of Sun Life Financial.

It's Client Appreciation Week! Everyday, I step in our Clients’ shoes to put their needs first. My aim is to deliver ama...
09/29/2021

It's Client Appreciation Week! Everyday, I step in our Clients’ shoes to put their needs first. My aim is to deliver amazing experiences, and it all starts with care. I want to say thank you for the trust you’ve given me over the years. Helping you through the good or more difficult times is my main purpose. Thank you!

Have Vaccines put the global economy back on track? Read Sun Life's market update to find out.
07/22/2021

Have Vaccines put the global economy back on track? Read Sun Life's market update to find out.

The past few months have been positive for most of the world’s major equity markets, especially as vaccinations continue to rollout and the economy continues to reopen. Here’s our view of the global economy and financial markets in the second quarter of 2021.

Working Smarter not Longer! Four-day week 'an overwhelming success' in Iceland!
07/15/2021

Working Smarter not Longer! Four-day week 'an overwhelming success' in Iceland!

The majority of workers in Iceland now look set to move to shorter hours for the same pay.

Looking for health insurance that covers therapy? I can help!
06/17/2021

Looking for health insurance that covers therapy? I can help!

How do you know when it’s time to get support from a mental health professional? A clinical psychologist shares some of the signs that you may need therapy.

Tougher mortgage stress test shaves up to 5% off some homebuyers' purchasing power
06/10/2021

Tougher mortgage stress test shaves up to 5% off some homebuyers' purchasing power

New rule could reduce the mortgage you qualify for by between $14,000 and $47,000

Happy Pride!
06/03/2021

Happy Pride!

For all the green thumbs out there!
05/27/2021

For all the green thumbs out there!

Spring has sprung! Time to head out to your yard or balcony garden to get your hands dirty and do your body (and heart) good.

Victoria Day Long Weekend is on its way!!With warmer weather finally here, take a moment during the long weekend to enjo...
05/20/2021

Victoria Day Long Weekend is on its way!!
With warmer weather finally here, take a moment during the long weekend to enjoy the great outdoors, safely!

10 Financial Terms you need to know!
05/13/2021

10 Financial Terms you need to know!

Are you confused by money jargon? Finance sound like a foreign language? Understanding some of the commonly used words and terms will help you successfully plan for your future needs.

It’s National Nurses Week and I want to honour those on the frontlines fighting the COVID-19 pandemic. Comment and tag a...
05/06/2021

It’s National Nurses Week and I want to honour those on the frontlines fighting the COVID-19 pandemic. Comment and tag a picture of a nurse in your life that you would like to honour. Thank you !

We're all feeling a little blah these days! I can help you feel less blah about your planning. Reach out if you want to ...
04/29/2021

We're all feeling a little blah these days! I can help you feel less blah about your planning. Reach out if you want to talk.

The neglected middle child of mental health can dull your motivation and focus — and it may be the dominant emotion of 2021.

04/23/2021

Understanding the difference between permanent and term life insurance will help you choose the protection you need – and prevent regrets in the future.

Address

1 York Street, 27th Floor
Toronto, ON
M5J0B6

Opening Hours

Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 6pm

Alerts

Be the first to know and let us send you an email when Dulari Shah - Sun Life Financial advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dulari Shah - Sun Life Financial advisor:

Share

Sun Life Financial advisor

I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial.

A clear connection:Your relationship with Sun Life Financial https://bit.ly/1gBVmTf

Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.

Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.