About Us

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.
 

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Investments

At Zoho Financial, we are partners with Desjardins Financial Security (DFS) Investments. DFS is the fund dealer and distributor of various mutual funds and investments in Canada.
As qualified fund advisors and service providers, we partner with DFS to access all the major fund companies such as Fidelity, McKenzie, Franklin-Templeton, CI Investments, Invesco, Dynamic, TD Investments, BMO, RBC Investments, Sunlife Global, ManuLife Investments, Desjardins Investments (and many more). This gives us and our clients a lot of flexibility while choosing the best funds and creating customized portfolios based on their individual financial profiles.

Insurance

At Zoho Financial, we are partners with Desjardins Financial Security Independent Network (DFSIN). This gives us access to over 25 Canadian Life, Health and Travel Insurance companies to choose and select the most suitable products for our clients in this space.
Some of the leading Life and Health Insurance firms we work with are; ManULife, SunLife, Empire Life, Desjradins, Canada Life, Great-West Life, Equitable Life, Canada Protection Plan, Humania, SSQ, BMO, RBC, Industrial Alliance to name a few.
Similarly, we have partnerships with leading travel insurers including ManuLife, GMS, Allianz, Travelance, TuGo, Destination Travel, 21st Century Travel and Travel Shield.

How it works

At Zoho Financial, we are partners with Desjardins Financial Security (DFS) Investments. DFS is the fund dealer and distributor of various mutual funds and investments in Canada. As qualified fund advisors and service providers, we partner with DFS to access all the major fund companies such as Fidelity, McKenzie, Franklin-Templeton, CI Investments, Invesco, Dynamic, TD Investments, BMO, RBC Investments, Sunlife Global, ManuLife Investments, Desjardins Investments (and many more). This gives us and our clients a lot of flexibility while choosing the best funds and creating customized portfolios based on their individual financial profiles.
 
We also have access to over 25 Canadian Life, Health and Travel Insurance companies to choose and select the most suitable products for our clients in this space. Some of the leading Life and Health Insurance firms we work with are; ManuLife, SunLife, Empire Life, Desjradins, Canada Life, Great-West Life, Equitable Life, Canada Protection Plan, Humania, SSQ, BMO, RBC, Industrial Alliance to name a few. Similarly, we have partnerships with leading travel insurers including ManuLife, GMS, Allianz, Travelance, TuGo, Destination Travel, 21st Century Travel and Travel Shield.

Our Partners

About

1439 Woodroffe Ave

K2G 1W1

Nepean ON

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