Meet Sivam Velautham

Value and Wealth Strategist
What?

Why?

and How?

Ask me HOW by connecting me @ 416-356-7414 or through email @ sivamvelautham@gmail.com, I will share it with you.

CREATING PEACE OF MIND AND SECURITY

Why ME - Sivam Velautham?
Coming from a middle-class family, I experienced, witnessed and understand the daily financial challenges that we all face. I love to be more than just a financial advisor. Seeing and understand the real value, the true potential of an individual, the future of the entrepreneurs, their families, and their generation. Visualizing the entire families and their generation’s future even if they can’t see it through my financial services what kind of positive impact they will go through. I deeply believe in my hurt that through this profession I definitely can make a positive impact on the life of others. I love serving to human to human, not a product. People who can connect with me and willing to work with me, I am always open and love to be part of their life. If someone can’t connect and work with me, I do understand that and I respect them as a fellow human being.

My services can be for any ages; however, my primary focus is on Non-medical insurance coverage. A lot of people who have medical conditions do not know or not aware that they still can get coverage.

My commitment to you:

The Proven 5 Steps Method
1. Analyze your present situation
2. Identify your goals and objectives
3. Make a suitable recommendation
4. Implement a mutually agreeable solution
5. Continuous support

I provide my clients with comprehensive financial planning utilizing my education, skills, and extensive knowledge in the financial sector, which makes me the ideal person to provide clients with excellence and differentiation in English and Tamil.

As a broker I’m affiliated with one of Canada’s Leading (MGA), I have teamed up with a talented network of insurance and investment (segregated funds) experts who constantly search for the best and most affordable insurance and investment products strategies attuned to my clients' needs.

Insurance

1. Life Insurance
2. Critical Illness Insurance
3. Disability Insurance
4. Mortgage Insurance (the new kind)
5.  Long-Term Care insurance
6. Guaranteed Issue
7. Health, Dental and Group Benefit Plans
8. Super Visa Insurance
9. Travel Insurance

Investments

1. Retirement Plans
2. Children's Education Plans (RESPs)
3. Locked-in Plans
4. RRSP's & RIF's
5. TFSA's
6. RRSP loans and Investment Loans
7. Non-registered

Other

1. Debt Solutions
2. Charitable Giving
3. Estate Planning
4. Group Benefits Plans

My ultimate objective is to help my clients grow their capital, minimize their taxes, protect their assets and provide excellence and differentiation.

I strongly believe in providing Business Owners and Families with the principles of wealth creation.

Let's connect and plan your financial freedom.

I love sharing a life-changing, professional career opportunity in the financial industry with individuals who are open, willing to learn, coachable and change their lives and others through financial services within our company. Please call me today at 416-356-7414 or office: 416-626-5044 or email me at Sivamvelautham@gmail.com.