Vikas Saraswat
President @Peel Financial Services
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WORK HISTORY
President @Peel Financial Services
Mississauga, ON, CA
Founder of Peel Financial Services Mississauga. Specialise in Wealth and Risk Management for the clients.
EDUCATION
University of Bhopal
Master's degree, Physics
SKILLS
ABOUT VIKAS SARASWAT
I have been working as Retirement and Estate Planning specialist since 2006. Helping my clients to achieve their Financial Goals. Working as a Financial Navigator for my Clients getting them risk adjusted returns. Insurance Planning is my expertise and I make sure my clients are covered according to their needs. After being Awarded Masters in Physics from University of Bhopal India I pursued my passion and worked as Consultant with Investors Group for almost five years. I founded my own company Peel Financial Services in 2010. In the past I have enjoyed working with Business Owners, IT consultants, Company Executives etc. Being a Business Owner myself, I understand the Retirement Planning challenges for Business Owners. I do my quarterly seminars specially focusing on Business Owners. As we know Insurance Planning is the key in any Financial Plan I specialize myself in hard to insure cases. As I have access to almost all Life Insurance Carriers and have established relationships with them I have been able to provide Coverage to Hard to Insure Clients. Group Benefits is another area of my expertise and I specialize in small to medium size Group Benefits Plans with 2 to 99 Employees.
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