about us

Who We Are

Shah Financial Planning Inc. (SFP), is a full-fledge Mutual Fund Dealer company. SFP is a member of the Canadian Investment Regulatory Organization (CIRO). CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces.

Shah Financial History

In 1976, Mr. & Mrs. Narendra and Hardip (Dipa) Shah started Shah Business Services to offer manual income tax preparation and typing services on the kitchen table of their apartment on O'Connor Drive, Toronto. Slowly and steadily our business kept growing to date. Gradually our services expanded to tax preparation*, bookkeeping*, accounting*, tax planning*, Insurance** & Financial planning. We are continuously and rapidly growing with precious support from our clientele. We are grateful to them for continuously allowing us to serve them giving us referrals, testimonials, suggestions and feedback.

Mutual Funds offered through Shah Financial Planning Inc.
*Services offered through Shah Tax & Investment Services. **Services offered through Shah Life Insurance Brokerage Inc.

Narendra Shah

Founder and President

Ekta Chauhan

Chief Compliance Officer and Chief Executive Officer

Dipesh Chauhan

Vice President

Hardip Shah

Founder and General Manager