Insure your wealth and minimize your taxes!

ESTATE PLANNING – LIFE INSURANCE – PLANNED GIVING

Protect Your Future

Want to be insured or review your existing policies in these uncertain times?

Creative estate planning & insurance solutions

For business owners. corporate professionals and families making over $100,000 annual income

20

 Years of Experience

99%

Satisfied Clients

8/10

New Clients are referrals

8/10

Repeat Existing Clients

Zahid Syed explains top 3 reasons to work with us

Find out how Zahid Syed’s customized advice can minimize your taxes and preserve your wealth and leave lasting legacy

2 Rules To Follow

“The fastest pay to grow your money is to never pay taxes on the income you don’t use” Jhon Rockefeller

“Compound interest – “8th wonder of the world. Who understands it earns it, who doesn’t pays it” Albert Einstein

GET THE PEACE OF MIND YOU DESERVE

Meet Zahid Syed - CLU, MFA-P

Zahid Syed - CLU, MFA-P

Chartered Life Underwriter
Master Financial Advisor Philanthropy
Risk & Tax Minimization Specialist

As the Principal and Insurance Advisor for Orooj Financial, I’ve been committed since 2001 to helping business owners & professionals implement, grow, and partake in the best possible outcomes for their financial future. I have a deep understanding that life is already complicated, and my clients don’t need the added stress of worrying about insurance and estate planning arrangements. I pride myself in my ability to listen to what my client’s goals in life and finances are. I then make the process of pairing them with their best financial options, as simple as possible. I pair listening and a direct ability to pay attention to the small details of each client’s story. Those two characteristics allow for a client to feel heard and for our company to become a major asset for our clients .

At Orooj Financial, we are able to customize a program that will fit our business owners & professionals from all areas of life. With the understanding that not everyone has the same goals and situation, we are able to connect each client with an array of support. Our customized services are tailored to each client and reflects an understanding that I am always looking out for my client’s best interest.

We make sure you are properly covered in all areas of your life. With the right coverage and smooth process, our clients are able to rest easy knowing they are properly taken care of should life take an unexpected turn. We are here to help you turn conceptually-sound ideas into fully implemented solutions that add tangible value to your financial future.

My mission is to make every client feel secure knowing that I am a trusted advisor in their lives. Our values are a mix of guidance based on uncompromising integrity, and world class personal service.

 I hold Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Master Financial Advisor Philanthropy (MFA-P) professional designations. I am also the member of The Estate Planning Council of Mississauga (EPCM). Since 2001 I’ve been working with people in Mississauga, Oakville, Milton, Brampton, and Toronto.

Case Studies

How we helped our clients

How Protecting Key Person of your business can save your business?

How proper planning can leave bigger legacy for your family?

Expert Financial Guidance for a Secure Future

Safeguarding Your Partnership: Lessons from a Legal Blindspot

In the intricate web of legal agreements that underpin businesses, there’s little room for oversight. Yet, even the most seasoned professionals can find themselves blindsided …

Read More →

Unveiling the Growth Potential for CPAs: A Roadmap to Thrive in Today’s Dynamic Market

Uncovering the Untapped Potential In a landscape characterized by evolving regulations, shifting client expectations, and dynamic market forces, CPAs find themselves at a critical juncture. …

Read More →

Five Effective Strategies for Transferring Wealth to Future Generations

The traditional notion of solely passing down wealth through wills is losing its appeal among affluent parents and grandparents. According to Zahid Syed, a financial …

Read More →

Maximizing Tax Benefits: A Comprehensive Guide to Whole Life Insurance in Canada for Financial Advisors in GTA

Welcome to Orooj Financial, your trusted source for expert financial advice in the Greater Toronto Area (GTA). In this blog post, we’ll delve into the …

Read More →
Orooj Financial Best Financial Advisor In GTA

Unlocking Financial Security: The Power of Permanent Life Insurance for Canadians

As Canadians, we understand the importance of robust financial planning in the ever-evolving landscape. Yet, one invaluable tool often overlooked in the arsenal of financial …

Read More →
Financial Advisor GTA, Mississauga, Toronto, Oakville

Tax Breaks for 2024: A Comprehensive Guide

Introduction: Navigating the Post-2023 Tax Landscape As the calendar flips to a new year, Canadians gear up for tax season, signaling the closure of the …

Read More →

Let us help preserve your wealth

Contact Us

Address

217-1670 North Service Rd. East, Oakville, Ontario, L6H 7G3

Case Studies

How we helped our clients