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Shivani Hallan | Financial Planner | Brampton
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Shivani Hallan

Financial PlannerHallan Financial GroupBrampton, Ontario

I am working as a Financial Advisor from last 20 years. In these years I have helped hundred of families & small business owners to protect their financial future in case of any unfortunate event. To help & service my clients to the best of my abilities. I keep enhancing my knowledge and skills with continue education to provide best service and an extraordinary experience they ever had.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Insurance Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CLU®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Canada Savings Bond (CSB) Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Segregated Fund

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