Why choose Oberoi Financial Group

We work exclusively with you…for you. For over 35 years, the Oberoi name has been offering their clients peace of mind through various insurance, investment and financial products. Being a family run firm, we recognize each client as an individual and understand the importance of creating a customized plan tailored to your specific needs.

As a broker, Oberoi Financial group shops the financial market for you, carefully selecting products from the most highly respected financial institutions across Canada.

Words from our President

Our team of specialized advisors are continuously updating their product knowledge, giving you an upper edge in this rapidly evolving industry. Not only are we committed to creating your ideal financial plan, but we also provide the highest level of service with utmost professionalism. Whether your needs be individual, family or business related, we at Oberoi Financial Group are committed towards achieving your financial objectives, over the short and long-term.

For more information on how we can help you achieve financial security for your family or business.

Ms. Neeraj Oberoi / CEO

News

Secrets to managing money in marriage

Did you know that money is one the main reasons married couples get divorced? While discussing financial affairs with your significant other can be a challenge, Shivani Oberoi offers some tips to simplify the endeavour. Oberoi...

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Some of our Partners

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Testimonials

I have been working with oberoi financial group for several years now for both my corporate and personal matters. The professionalism and expertise of the entire team has helped me achieve my financial goals. They are committed to each one of their clients and ensure that all their clients needs are met. Oberoi financial group lets me focus on my job with the piece of mind that I am being taken care of.



Dr. Malika
General Surgeon, Winchester Ontario

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My association with the Oberoi Financial group dates back to the early 1980's. During a period of over 30 years, I can honestly say that their creative and often unique financial advice, coupled with their work and value ethics have provided me with sound financial strategies. I find that being honest, professional, sincere and hardworking they are truly a pleasure to with.



Danesh Varma
President of the Brook Group

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Shivani Oberoi is someone I trust and I feel comfortable working with. I truly feel as though she is working in my best interest and her knowledge and professionalism surpasses anyone I have met with before. I highly recommend her and Oberoi Financial group. I look forward to building my portfolio with Shivani and Oberoi Financial group.



Dr. Lydia Vezina
Family Medicine Resident, McGill University

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For over 10 years my family and I have been working with Oberoi Financial Group. It goes without saying that their unique approach to financial planning, raises the bar in the industry. Their ability to create long-term tax-efficient strategies has surpassed all of our expectations. I am extremely confident that anybody choosing to work with them will benefit from their personalized service and superior results.



Dr. Rajan Rakheja

Nuclear Physician, Saskatoon, Saskatchewan

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Having worked with the Oberoi Financial Group for the last couple of years, I am truly impressed by their personalized level of service and careful attention to detail. Their superior product knowledge and un-biased approach has helped me select the right insurance products to serve me for years to come. I highly recommend the Oberoi group to all my colleagues looking for long-term peace of mind.



Dr. George-Orestis Tsoukas
Endocrinologist, Montreal Quebec

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Oberoi financial has provided me with great hassle-free service. For me, the most important aspect was thier personalized approach to find the right policy for me and my career.



Dr. Michael Buck
MDCM, FRCPC, Hematologist, Valleyfield, Quebec

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Shivani provided excellent and knowledgeable insurance solutions all while assisting us at each and every step of the process. A key quality that stood out during the entire interaction was her ability to understand our requirements exceptionally well, which helped us make some critical decisions that we could be comfortable with over the long term. Her patience and genuine eagerness to do the best for us did not go unnoticed. We highly recommend Oberoi Financial Group Inc. to anyone looking for superior results and an excellent work ethic.



Lia Gribilas
Manager / Deloitte & Touche s.e.n.c.r.l.

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Shivani provided excellent and knowledgeable insurance solutions all while assisting us at each and every step of the process. A key quality that stood out during the entire interaction was her ability to understand our requirements exceptionally well, which helped us make some critical decisions that we could be comfortable with over the long term. Her patience and genuine eagerness to do the best for us did not go unnoticed. We highly recommend Oberoi Financial Group Inc. to anyone looking for superior results and an excellent work ethic.



Lia Gribilas
Manager / Deloitte & Touche s.e.n.c.r.l.

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