Oberoi Financial Group

Unlocking Financial Success: The Power of Professional Guidance 💼📈
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Unlocking Financial Success: The Power of Professional Guidance 💼📈 Newsletter Volume 05 | May 28, 2024 Understanding the Value of Advice More than ever, Canadians have many financial tools and resources at their disposal. With that comes information that can often le

A guide to buying your first home!
Everything you need to know :)

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First time home buyer? Your guide to buying for your first home Newsletter Volume 03 | March 28th, 2024 A guide to buying for your first home Buying your first home can be one of the biggest financial decisions you will mak

Are you tax season ready?
Check out our tips!



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It's tax time...are you ready? 👀 Preparing for tax season Newsletter Volume 02 | February 28th, 2024 Preparing for tax season As we prepare for tax season, it is essential that we are ready and well organized to ensure a smooth exper

Have you been thinking about retirement lately?
Check out our newsletter below for top tips!
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Thinking of Retirement? Your Guide to Retirement Planning Volume 11 | Nov 28, 2023 Your Guide to Retirement Planning Planning for retirement can be a stressful process that can take years to complete successfully. There are

On Saturday November 11 we encourage you to take two minutes of silence, and solemnly remember all those who have fought for our country.
We also pay respects to the veterans and active-duty military who have served our country to give us the freedom and rights that we have each day.

Lest we forget

To get a better understanding of participating whole life insurance.
Click our newsletter to find out!

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Participating Whole Life Insurance Explained Understanding the Benefits of Whole Life Insurance Volume 10 | Oct 30, 2023 Understanding the Benefits of Whole Life Insurance Life is full of uncertainties, but having a plan is the best way to ensur

A huge congratulations to Shiv, Sammi & Louisa who completed the half marathon on Sept 24th! They worked hard all summer long training, doing after work team runs despite the weather.
Congrats team Oberoi Financial on this great accomplishment !

Curious on how to align your values and beliefs with investing?
Click our newsletter and find out!
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ESG Investing- Understanding Environmental, Social & Governance Volume 09 | Sep 28, 2023 ESG Investing- Understanding Environmental, Social & Governance Over the last few decades, the landscape of investing has evolved quite significantly. While investors continue

Its National Read a Book Day..Have you started a new book? Whats your favorite book? Let us know .

Wondering how to set up your children for financial success?
Click on our newsletter and get the best tips!

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Setting your children up for financial success Volume 08| Aug 28, 2023 Setting your children up for financial success Whether you are a first-time parent or parents to teenagers, ensuring the financial well-being of your children requires adequate

Curious how to protect your income?
Let's explore disability and critical illness Insurance

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How to protect your income Exploring Disability and Critical Illness Insurance. Volume 07 | July 28, 2023 Protecting your income: Exploring Disability and Critical Illness Insurance With so much uncertainty in our lives, it has

Its Motivation Monday!

We believe “A budget is telling your money where to go instead of wondering where it went!”
A budget, no matter when you start, will help you keep yourself accountable and on track with your saving goals or paying off debt!

If you don’t know where to start, contact us
Oberoi Financial Group has a team of trusted advisors who will put your financial goals first and help you create a sound financial budget.

It's Motivation Monday!

When it comes to achieving your financial goals, unless the expert giving advice knows your whole financial situation, generic advice could hurt you more than help you. Financial advice that is great for one person may not be relevant to your situation. Our team at Oberoi Financial Group prides ourselves on giving tailored advice to each of our clients’ unique goals and circumstances.
Sometimes tuning out the noise is the way to go!

It’s motivation Monday!
Don’t let the nice weather stop you from building your financial plan to hit all your financial goals!

Dear Friends,

The Oberoi Team has decided to run the Montreal Half Marathon this September 24th!

Shiv, Shivani and Sammi would like to invite other motivated novice or intermediate runners to join us in the half marathon challenge this September 24th, 2023.
We are looking forward to building a fun team and having a great time! 😊

What to expect?
-Organized team training!
-Finish line motivation!
-Great team spirit!
-Team sign up!
-Team Jersey!

Interest peaked? Email Sammi for more information on how to join the team!
Email: [email protected]

Looking forward to running with you!
Shiv, Shivani & Sammi

Have you heard about the FHSA?
Everything you need to know about the "First Home Savings Account"
Don't forget to subscribe by clicking the link at the bottom of the article!
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The FHSA-Everything you need to know First Home Savings Account Volume 04 | April 28, 2023 FHSA -First Home Savings Account Are you thinking about purchasing your first home? Did you know as of April 1st 2023, the Federal government is h

It's Motivational Monday!
Don't let the rain stop you from enjoying a spring time walk
Have a great day!☀️

Veuillez noter que notre bureau sera fermé lund le 10 avril, 2023.
L'équipe Groupe Financier Oberoi nous vous souhaitons, à vous et votre famille, une Joyeuses Pâques!

Please note that our office will be closed on Monday April 10th 2023.
The team at Oberoi Financial Group wishes you and your family a
Happy Easter!

Oberoi Financial Group would like to take the opportunity to thank all physicians on National Doctors Day for responding to late-night phone calls, working long hours, and your dedicated care. Today, more than ever, we know the sacrifices they make to put the health of their communities first.
Thank you for your dedication and passion!

Are you feeling stressed about your finances?
Here are some tips on how to overcome economic uncertainty
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Economic uncertainty: How to come out stronger Economic Uncertainty Tips Volume 03 | March 28, 2023 Coping with economic uncertainty With rising interest rates, market volatility and inflation at an all time high, many of us are experiencing incre

It's Motivational Monday!
Don’t stress over economic uncertainty. On this motivational Monday, Leonardo Da Vinci said it best “Simplicity is the ultimate sophistication” . Whether it be re-examining your budget, starting your emergency fund or finally opening that TFSA. Just remember keep it simple.

Have a great Monday! ☀️

Happy International Women’s Day, today we celebrate globally the historical, cultural, and political achievements of women and how far they have come.
We encourage you to send positivity to all the beautiful women in your life today and every day!
-Happy International Women’s Day

Your 2023 TSFA Guide
Everything you need to know about the Tax Free Savings Account
Don't forget to subscribe by clicking the link at the bottom of the article!
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Your 2023 TFSA Guide Your TFSA Guide Volume 02 | February 28, 2023 2023 TFSA Guide - Beyond a Savings Account! Recent statistics show that TFSA's have become one of the most popular ways for Canadians to save. With over 1

It’s Motivational Monday! With rising interest rates and market volatility, stay patient and do not panic.
Benjamin Graham said it best: Successful investing is about managing risk, not avoiding it”

Your 2023 RRSP Guide
Everything you need to know about the RRSP Season!
Here is a peak into our monthly newsletter, don't forget to subscribe.
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Are you ready for RRSP Season? Your 2023 RRSP Guide Newsletter Volume 01 | January 27, 2023 Your 2023 RRSP Guide As we approach yet another RRSP season, many questions arise about contribution rules, limits and general RRSP guideli

Welcome to Motivational Mondays!

When it comes to your finances, Thomas Jefferson said it right. Spending money you don’t have means getting into debt. The more debt, the more stress. Debt affects more than just your financial well-being it can also affect your physical and emotional health and we dont want that!

Let's start Monday off right with positivity and a deep breath.
Have a great week!

Its financial tip Friday! With 2023 right around the corner, on this last financial tip Friday for the year, we would like to give you some financial tips to start the new year off with a bang Wishing you all a happy New Year

Happy National Ugly Sweater Day Everyone!
The team at Oberoi Financial Group wishes you and your family happy holidays and a happy new year!