Shah Financial Planning Inc. (SFP)

We are an independent Mutual Fund Dealer. We offer a wide spectrum of products and independent advice through our financial advisors network across Ontario. Our advisors manage all types of Registered and Non-Registered accounts with various investments and income strategies. Our client focused and trustworthy financial advisors can help meet your Investment and financial objectives and goals while identifying financial concerns in a life cycle.

Keeping You Informed

Business News

  • INTRODUCING THE NEW FHSA

    We are pleased to announce that we can now offer the new FHSA account to our clients.

    What is the Tax-Free First Home Savings Account (FHSA)?


    A new tax-advantaged account designed to help Canadians save for a down payment Combines the power of the TFSA and RRSP to help prospective first-time home buyers. Contributions to the FHSA are tax deductible, while withdrawals are tax-free giving you the "best of both worlds" while investing for your home purchase Contribute up to $8,000 per year once opened, up to a lifetime maximum of $40,000

  • OFFICE LOCATION

    We are extremely excited to announce that we have moved into our brand new office in Vaughan.

    Address: 10 Great Gulf Drive, Suite 208, Vaughan, On L4K 0K7

    Phone: 905-669-5000

    Fax: 905-669-6900

  • New state of the art back office system

    We are pleased to announce that we have converted our Back Office provider to a new state of the art system as of June 26, 2017.

    You will be emailed a user id and password which you will be required to change after the first time. Alternatively you can also request your user id and password on or after June 26, 2017 by clicking "Register Now" at:

    MyPortfolio.ShahFinancial.ca

  • The Value of Advice and Services from Your Advisor

    This brochure will assist you not only to understand, but to take benefits of the advice and services that may be offered by your financial advisor. The valued advice and services with the time, effort and overhead costs by your financial advisor are with no costs to you and outweigh the investment costs.

  • RRSP & TFSA Benefits and Options

    Here is a document that will show you the Benefits, Limits, and Investment options that you have for your RRSP and TFSA Investments.

  • Direction: Keeping You Informed on Tax & Investments

    The Direction Newsletter is a newsletter that Shah Financial publishes on a semi-annual basis. It provides industry insights and new products available in the market place. If you would like to sign up on our mailing list we can email you a copy as we publish them for your reading pleasure.

SFP Branch's