Zoho Financial

unlock your dollar’s potential

plan | create | grow | manage

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Wealth Management​

Estate Planning

Retirement Planning​

Risk Management

Financial Management

Tax Planning

Education Planning for Children

Group Insurance

Travel and Super Visa Insurance

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About Us

Zoho Financial
As a Financial Service Brokerage and Advisory firm, we take pride in helping Business Owners, High Net Worth Individuals and Families to secure their financial futures, realize their goals & dreams, optimize their wealth and plan their financial future. We are licensed to deal in all life, health and travel insurance products as well as hold licence to advise and sell investment fund products to clients.

Core Values

  1. Care – We care for our clients, their families and our communities. Client First is not a buzzword for us, but we live it every moment.
  2. Trust – Client Confidentiality, treating everyone with Respect, advising with Honesty, Transparency and Integrity are our keys to building trust and long-term relationships with our clients. 
  3. Learn – We believe in Financial Education for our clients, our community and especially our children and youth. We are life-long learners ourselves, continuously updating and upgrading our knowledge.
  4. Engage – We always work in collaboration with our clients. We believe in community engagement and playing our part in nation building and stronger communities.
 

Disclaimers
Life and health insurance products are provided through Zoho Financial through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.This site is not the property of Desjardins Insurance¹ or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site. 

Desjardins Insurance¹ and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use, inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. 

DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities. Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance¹.DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments’ advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.

 In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm. Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance¹, and their value is subject to market fluctuations.¹ Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.