Mishu works closely with her clients to get to know who they are and where their priorities are at any given time. Her interest in this profession lies with her desire to help those who are actively committed to planning for the security of their families and their futures.
She has been a financial security advisor since 2017 and earned her Certified Financial Planner designation in 2021. This certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession.
Mishu also holds a Bachelor of Arts degree from the University of Western Ontario with a focus on economics/finance.
She has access to specialized professionals in both insurance and wealth management enabling her to help her clients, their families and their businesses in the most personalized, specific ways.
Mishu enjoys spending time with family and friends, reading and volunteers on the scholarship committee for AFBS, the insurance and investment organization for the arts community.
CFP®, Investment and Financial Security Advisor
905-480-0344 TF: 1-866-742-1824
Website: https://mishuvellani.thelinkbetween.ca/
Contact information mishu.vellani@lazarwealth.com