Financial Advisors
Ahsan Khan - Senior Wealth Advisor
With a proven six-step planning system, Ahsan Khan Financial goes beyond traditional investment advice by addressing income planning, healthcare funding, estate strategies, and lifelong coaching.
Every plan is designed around your unique story, ensuring your financial future supports the lifestyle you envision.
Clients consistently describe their experience as transformative — insightful, empowering, and unlike anything they’ve encountered before.
Whether you’re preparing for retirement or already in it, Ahsan Khan Financial helps you live with intention, freedom, and financial confidence.
Sandy (Sharmila) Raj - Investment Advisor
With a clear and practical planning approach, Sandy Raj helps individuals and families build financial security through smart insurance solutions, long‑term investment planning, and tax‑efficient strategies.
Every recommendation is shaped around your goals and lifestyle, creating a plan that feels personal, achievable, and aligned with what matters most.
Clients value Sandy’s clarity, patience, and ability to simplify complex decisions, making the process feel supportive, empowering, and genuinely tailored.
Whether you are protecting your family, growing your wealth, or preparing for retirement, Sandy Raj helps you move forward with confidence and peace of mind
Chantal Cléroux - Your Cashflow Expert
Chantal Cleroux is a Financial Security Advisor and cashflow expert based in GTA.
She specializes in personalized financial guidance to help clients—especially women, newcomers, and entrepreneurs—gain clarity, reduce stress, and achieve long-term financial security through cashflow optimization and discovery.
Her services emphasize control and confidence in personal finances without quick fixes, aligning with her role in empowering Canadians via behavioral cashflow strategies.
Joyce Tsang-Patel - Financial Strategist
Helping You Secure Your Financial Future
As a licensed financial advisor under FSRA (License No. 24226879), I’m here to guide individuals and families—no matter their income level—toward financial confidence and success.
My goal is to help you build and protect your wealth, ensuring you have the right insurance and investment strategies in place to support your goals.
Whether you’re planning for the future, safeguarding your loved ones, or growing your financial foundation, I’ll work with you every step of the way.
Let’s build a path to financial security and well-being together.
Patricia Stevens - Financial Broker
Patricia Stevens is a Senior Financial Broker based in Vaughan, Ontario, specializing in group benefits and financial solutions for businesses in Ontario and Alberta.
With over 13 years in financial services and 17 years in group benefits she designs customized, cost-effective plans covering health care, dental, pensions, critical illness insurance, and employee assistance programs to boost retention and morale.
Known for her client-focused approach, award-winning service and partnerships with carriers like Manulife and Desjardins, she helps employers and employees achieve financial security.
Jerry Prucha - Investment Advisor
As an investment professional with over 20 years experience, I have helped numerous families reach their financial goals.
Heading up an international tax consulting practice in the past, has been instrumental in providing innovative solutions for my clients.
I use these tools when working with my client portfolios to develop plans to address their business and individual needs/goals.
I continue to keep updated on new strategies and products to take advantage of todays fast evolving financial markets.
Human Resources
Culture Up HR Solutions
Masha Ali is a Human Resources Consultant that provides talent acquisitions and management and works with you to define desired culture at your organization.