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, the late Mr. Narendra Shah & Mrs. Hardip (Dipa) Shah started Shah Business Services, offering manual income tax preparation and typing services from the kitchen table of their apartment on O'Connor Drive in 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.