- 5 Venue Rd, Brampton, ON L6P 4E5
Independent Financial Planning In Brampton, Ontario
All Your Financial Needs Under One Roof, Built In The Right Order
Insurance, savings, mortgages and investments can feel like four separate puzzles. We put them into one simple picture, a pyramid, so you always know what comes first and what comes next.
- Insurance
- Savings Plans
- Mortgages
- Investments
1 Protection → 2 Preparation → 3 Growth
The Pyramid Of Financial Priorities
Three Steps, From The Ground Up
Rather than hand you a menu of products, we sort everything we offer by the job it does for you. Start at the base and work your way up.
Protection
The wide base. Before anything else, your family and income are covered against the events nobody plans for.
Preparation
Next come your personal priorities, such as a child’s education, a home or retirement. We set money aside for each one on purpose.
Growth
Only once the layers below are solid do we look upward, towards investing in opportunities with the potential to grow over time.
Protection
Cover for the people and the income everything else depends on. Life, health and travel insurance all sit here.
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Partnership Insurance
- Insurance With Guaranteed Cash Value
- Critical Illness Insurance
- Dental Insurance
- Health And Drugs Insurance
- Basic Health Insurance
- Travel Insurance For Canadians
- Visitor Insurance
- New Immigrants' Insurance
- International Students
New To Canada, Or Have Family Visiting?
We arrange cover for visitors, new immigrants and international students, and we are happy to explain how it all works here in plain language.
Preparation
Savings plans and mortgages for the milestones you can see coming, so they arrive as plans and not as surprises.
- Residential
- Commercial
Growth
With protection and preparation in place, the top of the pyramid is about investing in opportunities with potential to grow.
Every investment carries risk and none is right for everyone. Recommendations are matched to your goals, your comfort with risk and your stage of life.
Our Guiding Principle
Plan. Implement. Manage.
Three words describe how we work with every client, whichever tier of the pyramid you are on.
Plan
We start by understanding your complete financial picture, not just the one product you called about.
Implement
Strategies are put in place carefully and one step at a time, in the order the pyramid sets out.
Manage
We stay involved afterwards and adjust the plan as markets move and as your life changes.
About Mukund
A Newcomer To Canada In 2004. An Advisor To Hundreds Of Families Since 2007.
Pyramid Financial Planning is founded and led by Mukund Sheth. Since starting out as a financial advisor in Canada in 2007, he has helped hundreds of families and corporations put structure around their finances.
His career in financial services began well before he arrived in Canada.
- Wealth Management
- Mortgage Planning
- Private Lending
- Insurance
- Real Estate Investment Strategies
Mukund Sheth
- Pre-2004Among the first branch managers to help launch Allianz Bajaj Life Insurance in Gujarat, India
- 2004Immigrates to Canada
- 2007Begins his Canadian career as a financial advisor
- TodayLeads Pyramid Financial Planning Inc. in Brampton, offering integrated advice across the whole pyramid
Online Quote · No Obligation
Tell Us What You Need. We Will Call You Back.
Pick as many options as apply. If you are not sure where to start, say so, and we will begin at the base of the pyramid together.
Prefer to talk? Call for a free consultation.
Empowering Canadians to build strong financial futures through trusted advice, personal planning and lifelong support.
Visit
5 Venue Rd
Brampton, ON L6P 4E5
Call
416-839-9645
Fax 416-900-1009
© Pyramid Financial Planning Inc. All Rights Reserved.
Plan. Implement. Manage.