News & Events | Oberoi Financial

Her Practice, Her Finances. Women’s Financial Talk.

Jul 12, 2022 | Events

Last month, Oberoi Financial Group hosted its first “Her Practice, Her Finances” women’s financial talk and mixology event. The concept behind this event was to educate and empower our female physicians on their finances and the importance of financial planning....

Office reopening

Sep 5, 2021 | News

Psst…did you hear? We are officially re-opening our offices to client meetings as of September 7th 2021! Our team is excited to get to know our new clients, greet our old friends and make stronger connections with you. Our new office at 768 St-Paul Street W...

New office

Sep 14, 2019 | Events, News

Effective Sept 01, 2019 Oberoi Financial Group will no longer be situated at 800-465 St. Jean Montreal, Quebec H2Y 2R6. As we continue to grow and in order to continue serving our clients even better, we will be moving into our new office space located at 768 St Paul,...

Wealthsimple now available at Oberoi Financial Group

Aug 28, 2019 | Annoucements

It is with great excitement that Oberoi Financial Group Inc. announces a strategic relationship with Wealthsimple. As the investment world continues to evolve, it is imperative that we stay ahead of the curve and offer the best investment vehicles for our clients....

The New Canada Life

May 3, 2019 | Annoucements

Dear Clients, For over a century, Great-West Life, London Life and Canada Life have been trusted by Canadians for all of their financial needs. More importantly, they have been recognized as leaders in the Insurance, Investment and Pension sectors in Canada. These...

Secrets to managing money in marriage

Feb 11, 2019 | Media / Videos

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 Financial Group Inc - All Rights Reserved...

Incorporation and Legal Services Now Offered at Oberoi Financial Group Inc.

Jan 25, 2019 | Events, News

It is with great pleasure that we announce the addition of Me. Marilena Bono to our team. Me. Bono will be joining us as our in-house legal consultant and will be responsible for handling client legal matters including, but not limited to, setting up and maintaining...

Why I love my whole life insurance policy

Jan 25, 2019 | Media / Videos

https://www.kiplinger.com/article/insurance/T047-C032-S014-why-i-love-my-whole-life-insurance-policy.html Oberoi Financial Group Inc - All Rights Reserved Copyright © 2011 - 2019 About Us Products & Services Team & Partners Healthcare Professionals News & Events...

Helping to map financial Future as a couple

Jan 25, 2019 | Media / Videos

Tips to avoid common financial mistakes as a new couple!. Avoid the common mistakes young couples make. Oberoi Financial Group Inc - All Rights Reserved Copyright © 2011 - 2019 About Us Products & Services Team & Partners Healthcare Professionals News & Events...

In-Depth Look at Facts & Myths around RRSP

Aug 29, 2018 | News

Shiv Oberoi of Oberoi Financial Group looks at the facts, myths and complexities surrounding RRSPs and an understanding of the rules surrounding contributions, taxes and the difference to a TFSA. Watch the full video at Breakfast Television Oberoi...