Member

Shyam Ganesh

Richmond, BC / Calgary, AB

Grow Your Wealth Financial Planning Ltd.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Shyam Ganesh

Member Bio

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Professional Life Shyam has made it his personal mission that no Canadian family should miss life’s opportunities. Simple improvements make such a difference in the long term, and he truly believes in equal opportunities for everyone. As a Certified Financial Planner, he has expertise in cash flow planning, retirement income planning, investment planning (including stocks, real estate, and private equity), tax planning, and risk management as well as estate planning. He particularly enjoys working with millennial professionals and business owners who have both additional complexity and greater planning opportunities. Personal Life Shyam is passionate about philanthropy and has volunteered in poverty alleviation with Engineers Without Borders for 8 years. A better world is best accomplished by creating impactful businesses and supporting entrepreneurs. He is an accomplished speaker, and networker and is inspired by his beautiful wife daughter. Finding solutions for his clients’ challenging financial problems is what drives him every day and what puts a smile on his face.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Crossborder Planning (Canada/Other)
ESG & Impact Investing
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning

Designation(s)

CEA
CLU

Compensation Models

Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
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