Vishal helps business owners explore insurance, investment, and financial-planning considerations as they work toward protecting their families, preparing for retirement, and building a legacy.
Vishal Vashisht, B.Sc., RIS is an Insurance Specialist and Financial Advisor. He founded SMJ Wealth and helps clients consider insurance, investments, and financial planning in relation to their individual circumstances.
With more than 19 years of experience in financial services, Vishal brings experience from insurance, wealth management, personal banking, and business banking. His professional background includes work with Prospera Insurance, RBC Insurance, IG Wealth Management, Scotiabank, and National Bank.
“I’m here to help build a plan that works, and evolves, throughout your lifetime.”
Vishal works with business owners and families who are looking to better understand the role that insurance, investments, retirement planning, and wealth management may play in their financial future. His approach begins with a conversation about what matters to you and the decisions in front of you.
He is licensed to offer mutual funds and insurance in Alberta, British Columbia, and Ontario. Vishal is based in Calgary, Alberta.
Vishal supports business owners and families with insurance, investments, and financial-planning conversations.
Helping clients review life-insurance needs as part of protecting the people and financial responsibilities that matter to them.
Supporting conversations about health-insurance protection and how coverage may fit within a broader financial plan.
Helping clients explore investment and wealth-management considerations in the context of their personal goals.
Working through financial-planning topics with clients to help them understand choices and develop a plan suited to their situation.
Helping clients consider the insurance, investment, and planning decisions that may support their retirement goals.
Explore examples of strategies Dundas Wealth has used to help business owners consider tax planning, estate protection, and retirement-income planning.
See how an independent consultant structured a permanent life insurance policy within a corporation while considering passive-income limits.
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After a health crisis, this business owner considered a strategy involving corporate-owned life insurance, a holding company, and a family trust.
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Learn how a business owner considered strategies to address estate taxes, business capital, debts, and the transfer of wealth to family.
Read Full Article →Book a call with Vishal to discuss your insurance, investment, retirement-planning, or financial-planning questions.
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