Madhu Shukla

Cfp @Green Mountain Financial Services Inc

Founder | Certified Financial Planner (CFP®)| Elder Planning Counsellor (EPC) Green Mountain Financial Services Inc.With over two decades of experience in insurance, investments, and group benefits, I help individuals, families, and businesses achieve financial peace of mind. As the Founder of Green Mountain Financial Services Inc, my mission is to offer trusted, client-centered advice and tailored financial solutions that grow and protect wealth at every life stage.I bring a unique blend of expertise from my background as a physician and financial advisor, allowing me to understand clients\' needs deeply—especially in the areas of health-related planning, elder care, and group benefit strategies. I am passionate about educating clients, simplifying the complex, and guiding them toward informed decisions that align with their values and goals. Specialties:• Life & Health Insurance Solutions• Investment Planning & Retirement Income Strategies• Group Benefits & Group Retirement Plans• Risk Management & Financial Planning• Financial Literacy & Planning for Aging CanadiansLet\'s connect to explore how I can support your personal or business financial goals. 90••••••62 Book a Free ConsultationLet’s talk about your insurance, investment, or group benefit needs. https://gmfsi.ca/contact-us