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Our Team

Ishrat Kiani

Ishrat Kiani

President & CEO

Mr. Ishrat Kiani is a seasoned professional holding the designation of CERTIFIED FINANCIAL PLANNER professional(CFP). With in-depth knowledge and experience in financial industry, Mr. Kiani has unique solutions for all of his clients’ goals and objectives. He has expertise in Financial Planning, Estate Planning, Tax Planning, Education Planning, Wealth Management, Business and Succession Planning, Risk Analysis and Insurance. As a Certified Financial Planner, Kiani has proven and successful strategies to help his clients in eliminating debts, optimizing tax benefits, accumulating and protecting wealth for families. He is a member of the Financial Planning Standards Council (FPSC).

Mr. Kiani has a Master of Philosophy (M. Phil) degree in Numerical Analysis. He was a professor and had been teaching various courses of Mathematics to Engineering and Business administration students at graduate and undergraduate level. His background in education enables him to conduct educational seminars in the area of financial services. He is a fabulous speaker and regularly holds the seminars for advisors and clients on latest financial topics.


Masood Sheikh

Masood Sheikh, M.B.A

Sr. Financial Advisor

Having a strong background in Business Management and Consulting, Mr. Masood Sheikh works closely with his clients by understanding their true financial needs and objectives and provides an optimal solution to meet those needs. He is specialized in selecting low cost high return investments with diversity to get best possible return on the investment. His expertise in the area of long term Financial, Investment and Tax planning are very well acclaimed by his clients and peers. He is licensed in Life, critical illness, disability, accident and health insurances.


Shahzad Virk

Shahzad Virk

Financial Advisor

Mr. Shahzad Virk is licensed to offer his clients life, critical illness, disability, and health insurance and Segregated funds. Having a vast experience in Financial Industry, he ensures his clients’ financial goals and objectives are well defined and understood and taken care of efficiently with viable unique solutions. He is quite active in retirement and education planning for his clients. He remains in touch with his clients to ensure client interests are well served. He holds master degree in Mathematics.


Sheerode Jalil

Mrs. Sheerode Jalil

Financial Advisor

Mrs. Sheerode Jalil has a great passion of helping people to achieve their financial goals and dreams. In this regard she puts all her efforts, knowledge and experience to understand their true financial needs and objectives in order to provide the best and optimal solution to achieve them. She helps her clients to make informed financial choices to protect them and their family from unexpected circumstances, build their wealth and help them to secure financial future. She specializes in selecting low cost high return products to meet her clients’ investment and insurance needs.




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