TESTIMONIALS
Discover what our clients have to say about their experiences with working with us. From achieving their long-term financial goals to navigating complex investment strategies, our clients share their stories of success, trust, and satisfaction.
WHAT OUR CLIENTS SAY
YOU DREAM WE PLAN
Dr. Lydia Vezina – Family Physician - McGill University
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. Rajan Rakheja – Nuclear Physician, Saskatoon, Saskatchewan
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. George-Orestis Tsoukas – Endocrinologist, Montreal, Quebec
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. Michael Buck – MDCM, FRCPC, Hematologist, Valleyfield, Quebec
Oberoi financial has provided me with great hassle-free service. For me, the most important aspect was their personalized approach to find the right policy for me and my career.
Lia Gribilas – Manager/ Deloitte & Touche s.e.n.c.r.l.
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.
Danesh Varma – President of The Brook Group
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 deal with.
Paul Salhany – President Kayanna Ferris International
What an incredible young man. To trust someone with your investments is taking a leap of faith in that individual. When Shiv and I first sat down I was prepared to listen but not prepared to do any investing for the moment. The more I listened the more impressed I became. He was suggesting things that my traditional team of investment advisors had never mentioned . I found Shiv to be aggressive but not overbearing. He is imaginative and innovative in his ideas. Shiv has introduced me to several excellent investment opportunities. In a very short time Oberoi Financial has become my # 1 investment house.
Dr. David Drullinsky - Cardiac Surgeon
I have worked with Groupe Financiers Oberoi for several years with outstanding results. The group is very professional, accommodating and helpful. Their dedication and care is always appreciated. I recommend them for any financial needs.
