Niklife Financial provides valuable information to families and corporations to achieve their Investment, Insurance, tax planning, estate planning, and cash flow goals so they can make informed decisions concerning their insurance and investment needs. We were committed to building personalized solutions on an individual basis. As dedicated advisors, we believe our company should stand for professionalism and excellence in providing related products and services by successfully practicing an ethic of responsibility. We work with you lawyers and accountants and combine our specialized individual services with several professionals to enable us to offer advice in all areas of financial planning. We believe this is the strategic advantage that will allow us to better meet the needs of our clients in a professional manner.
HOW WE CAN ASSIST YOU TO ACHIEVE FINANCIAL GOALS
INVESTMENT PLANNING
With access to the different types of investments from registered accounts to Venture funds, and knowledge of tax planning our advisors can help you to increase the value of your investment faster.
TAX PLANNING
We use our team knowledge in different aspects of tax planning, work with your accountant, and other professionals to create a plan to differ and minimize your personal and business tax.
CASH FLOW MANAGEMENT
With access to the different types of financial products with most financial companies and banks, we help our clients to learn how to reduce their expenses and increase the cash flow in their business to be able to focus to grow their business.
RISK MANAGEMENT AND INSURANCE
As a broker firm, we have access to most of the insurance products in Canada and we can help you to use the product that matches your need.
Estate Planning
Estate planning is an important exercise you undertake to preserve your wealth for your family and arrange for its orderly devolution to your heirs. We will work with your lawyers and accountant to make sure you have a proper plan that meet your wishes.
Business owner and employees benefit plan
We are using smarter plan for companies at any size to maximize the benefit plans with fair and affordable premium.We can design this plan for companies as small as one employee.
About Founder
Uniting her passion for mathematics with artistry in problem-solving, Mahshid provides invaluable expertise around financial planning and accounting practices. With both drive and integrity, she honed her entrepreneurial skills here in Canada, where she inherited detailed knowledge of corporate tax and legal regulations, and government incentive schemes for small businesses. This combination of acquired and intrinsic insight are the tools she uses to support and guide companies to achieve their financial goals.
Mahshid believes in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with her, you should expect a collaboration with transparency and consistency. Want to learn more? Contact her today.
Contact us:
+1 ( 778) 989- 5257
Office address:
602 West Hastings Street
Suite 502
Vancouver, BC V6B 1P2
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+1 ( 778) 989- 5257
