Neeraj Oberoi / President & CEO
Neeraj Oberoi has been working in the financial industry for the last 25 years, first with Oberoi Insurance brokers, which has made its mark since 1979, and since 2008 is also the President and CEO of Oberoi Financial Group Inc.
Neeraj is well versed in the field of Insurance specifically life, disability and Personal Lines Damage insurance. By having an in-depth knowledge of what makes an insurance product unique from one individual to another, Ms. Oberoi has been extremely successful in providing tailor made solutions to her client’s needs.
Neeraj is also a specialist in the field of Registered Education Savings plans (RESPs) and as a parent understands the importance of investing wisely for to have the funds available when they are needed.
Shiv Oberoi / VP- Operations
Certified Financial Planner
After graduating from the John Molson School of Business in Finance, Shiv joined the family owned and operated Oberoi Financial Group Inc. In just less than a decade in the business, Shiv has made his mark in the financial services industry in becoming one of the leading advisors in the country. Through unique tax-efficient financial strategies for both businesses and Individuals, Shiv has been successful in helping his clients reach minimize taxes and grow their wealth. In 2012, Shiv was recognized as the top associate advisor in Quebec by Great-West Life. In addition, he makes regular appearances on local television shows sharing his financial expertise. Shiv specializes in the corporate, high net worth and healthcare professional markets where clients can benefit from tailor made plan to suit their needs.
When not working, Shiv enjoys his time on the golf course, Cycling and enjoying pretty much any sport. He also devotes much of his time to charitable organizations. As a board member of the AYTF foundation, Shiv’s ultimate aim to help make education available to everybody. He also serves as young ambassador for the Annual Casino against cancer as well contributes to various other charitable organizations in and around the Montreal area.
Specialties: Estate planning, Short, medium and long-term investment planning, high net worth Insurance planning, Corporate Insurance, tax efficiencies etc.
After graduating from Belmont University in Nashville TN, Shivani worked for TD Financial Group for 2 years before joining the family owned and operated Oberoi Financial Group Inc. Currently in her ninth year with Oberoi Financial Group, Shivani has made her mark in the financial services industry as one of the leading advisors in Canada. She provides unique financial solutions to both individual professionals as well as solutions for business owners. Shivani’s success arises from helping each one of her clients reach their utmost financial potential.
Me. Bono served as Director of Legal Affairs at Lemeac Editeur, dealing with negotiations and drafting a broad range of commercial and intellectual property agreements. In addition, her experience encompasses the incorporation and organization of professional corporations, namely medical corporations, as well as the registrations with the Collège des Médecins du Québec (CMQ), RAMQ, Canada Revenue Agency and Revenue Quebec.
Me. Bono is a member of the Barreau du Quebec (2010) and holds a Civil law degree from the University of Montreal and a Bachelor degree in political science from McGill University. She is perfectly fluent in English, French and Italian.
Josée has 20+ years work experience and has been working in the Financial Services industry for the past 7 years. In her role as operations support associate, she acts as an intermediary between our clients and the various providers that Oberoi Financial Group represents.
Her focus is geared towards efficiently processing our files and new business requests
Josée’s hard working nature and desire to accept new challenges makes her a valuable member of our team.
On her free time she enjoys traveling, photography and taking care of her family. Josee is fluent in English, French, Spanish and Creole.
Sammi graduated from Vanier college with a DEC in Business Administration & Marketing. Spending 4 months abroad in Belgium studying international business, she gained valuable insights on different aspects of marketing and business at a global level.
She has acquired over 8 years of experience in management, team operations, and client services. Sammi previously spent 3 years in a Law firm to then transition into the finance’s world, she enjoys challenging roles and learning new fields.
In her role as Office administrator, she interacts closely with clients and advisors daily. Her goal is to provide the best client service experience and to run an efficient office environment.
Sammi’s friendly personality and eagerness to learn makes her a valuable member of our team.
In her free time, Sammi enjoys outdoor activities such as cycling, hiking, and camping. She is an artist at heart and spends her free time creating. She also does work at various charities such as La Maison Benoit Labre, Sun Youth and Animal Sanctuaries.