I’m Tushar Kataria a Licensed Financial Consultant helping individuals, families and business owners across Canada invest smarter, protect more and pay less tax. No scripts. No hard sells. Just honest strategy that actually works virtually or in person.
There is a smarter way to manage money one that protects your family, grows your wealth tax-efficiently and actually fits your life as a Canadian in 2026
of your estate can disappear to CRA taxes at death - without proper planning.
average rebate first-time homebuyers leave unclaimed every single year.
earners still feel broke because income without structure is just a bigger tax bill.
Your income is real. Your TFSA is open. But there's no integrated plan - insurance, investments and tax strategy aren't connected. They should be.
Retained earnings sitting in your corp. No key person protection. No buy & sell plan. No executive retirement strategy. Your business is your biggest financial asset - treat it like one.
The GST/HST rebate. FHSA. RRSP Home Buyers' Plan. Most buyers miss at least one. One conversation can mean thousands back in your pocket.
Schedule a meeting now with the best insurance and investment advisor for expert guidance and best investment options according to your needs.
Services
Every service is built around your goals.
Before I came into financial planning, I spent close to five years working in accounting in Canada. I came here with a Bachelor’s degree in Accounting and Finance, started at a CPA firm while completing my Bachelor’s in Accounting & Finance from Capilano University. After that I worked as a full accountant for one of the largest trucking operations in BC, then as an accounting assistant for a major roofing material supplier.
That background shapes every client conversation. When I sit down with an incorporated business owner, I can read the same T2s and corporate statements their accountant is looking at. I’m not asking for a summary. I can follow the financial picture directly and find what’s missing or what’s been sitting on the table unclaimed.
Most financial consultants start with a product and work outward. I start with the tax picture and work backward to what the plan actually needs. That order of operations changes what you end up with.
Free Content
Every reel is a real Canadian financial scenario. No ads, no sponsored content, no product pitches buried inside the education.
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A straightforward an hour conversation about where you are and what it will actually take to get where you want to be.
No hidden agenda. No sales pitch. A real conversation about your financial situation.
Zoom from anywhere in Canada - or in person available in BC.
Whether we work together or not, you'll leave knowing exactly what to do first and why.
“Even if you don’t work with him, the call alone is worth your time.. Check Full Review & Reccomendations Here
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Everything you need to know about Tax-Free Savings Accounts contribution room, withdrawal rules, and investment strategies.
The complete First Home Savings Account breakdown eligibility, contribution limits, and how to maximize your first home purchase.
Master your Registered Retirement Savings Plan optimal contribution timing, spousal strategies, and HBP rules.
Maximize the Canada Education Savings Grant up to $7,200 in free government contributions for your child’s education.
Every video is a real Canadian financial scenario broken down plainly. No ads, no product pitches, no fluff. Just the stuff your bank never explained.
