Dulari Shah Clu, Chs, Cfp Email and Phone Number

Dulari is passionate about helping individuals and businesses achieve their financial goals, a dedicated Financial Planner with over 17 years of experience in the world of finance.Her mission is to provide tailored financial strategies that empower her clients to secure their financial future, whether it is through retirement planning, investment management, risk assessment or business insurance. She thrives on building long-lasting relationships, providing sound financial advice, and staying ahead of industry trends. With a deep understanding of the unique opportunities and challenges within the Canadian financial landscape, she excels in creating customized financial strategies tailored to your unique goals and circumstances, whether it's optimizing your RRSPs, TFSAs, FHSA’s etc., creating a tax-efficient investment portfolio, tax planning, retirement readiness, navigating the intricacies of Canadian retirement planning or building an insurance portfolio to pay out when it’s needed the most. Specialties: * Retirement Planning* Group Employee Benefits* Wealth Planning and Management* Income Protection Needs (Critical Illness, Disability, Long Term Care)* Customized Insurance Solutions (Life and Living Benefits)* Executive Benefit Planning - Key Person, Buy Sell Agreement Insurance etc* Business Continuation Planning* Business Successional Planning* Estate Conservation and Planning* Planned Giving* Workplace Solutions Seminars* Income For Life Solutions* Travel InsuranceI am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.