Virani Financial Inc.

Mission & Vision

Vision Statement

To ensure people are protected from the risks of death, disability, and illness; and to help people feel confident in their insurance and investment portfolios.

Mission Statement

To provide tailored wealth and insurance products to help people achieve their financial goals.

Number One Principle

The client’s financial success is the most important objective, and all decisions are made with this in mind.

Number One Goal

To build a relationship with our clients that continues for generations to come.

Looking to start setting your own financial goals?

Meet the Team

Latif Virani

President & CEO Financial Professional latif@viranifinancial.ca 604-942-2514

Abeed Virani

Partner CFP® Professional abeed@viranifinancial.ca 778-386-2435

Rena Rai-Virani

Partner Financial Professional rena@viranifinancial.ca 604-773-5025

Nevin Virani

Office Administrator nevin@viranifinancial.ca 604-942-2514

Latif Virani

Manulife Investments Top 1% in Canada
Canada Life Lifetime Achievement Award
Ivari Lifetime Achievement Award

Do I have enough money to retire? How do I protect my wealth? Am I protected from the risks of premature death, disability or critical illness? What is the best way to pass on my wealth to my loved ones? These are the questions that I help my clients navigate through. My team and I listen to you, identify your goals, and find tailored insurance products and wealth solutions to meet your financial objectives.

Latif Virani

Manulife Investments Top 1% in Canada
Canada Life Lifetime Achievement Award
Ivari Lifetime Achievement Award

Do I have enough money to retire? How do I protect my wealth? Am I protected from the risks of premature death, disability or critical illness? What is the best way to pass on my wealth to my loved ones? These are the questions that I help my clients navigate through. My team and I listen to you, identify your goals, and find tailored insurance products and wealth solutions to meet your financial objectives.

Abeed Virani

CERTIFIED FINANCIAL PLANNER™
Bachelor of Commerce in Entrepreneurial Management
15+ years of experience

Money must work for you. Learning about different investments and taking calculated risks can lead to huge financial gains. We need to be creative and take advantage of programs like TFSA’s, RRSP’s and RESP’s. My team and I listen to you, identify your goals, and find the best insurance and wealth solutions to meet those goals.

Abeed Virani

CERTIFIED FINANCIAL PLANNER™
Bachelor of Commerce in Entrepreneurial Management
15+ years of experience

Money must work for you. Learning about different investments and taking calculated risks can lead to huge financial gains. We need to be creative and take advantage of programs like TFSA’s, RRSP’s and RESP’s. My team and I listen to you, identify your goals, and find the best insurance and wealth solutions to meet those goals.

Rena Rai-Virani

Life and Living Benefits Specialist
Business Management Diploma
15+ years of experience

I believe the only one constant in life is change. The choices we make today will have an impact on our financial position in the future. Setting financial goals provides us the clarity we need to embrace change. My team and I listen to you, identify your goals, and create customized insurance and investment proposals to meet your financial goals.

Rena Rai-Virani

Life and Living Benefits Specialist
Business Management Diploma
15+ years of experience

I believe the only one constant in life is change. The choices we make today will have an impact on our financial position in the future. Setting financial goals provides us the clarity we need to embrace change. My team and I listen to you, identify your goals, and create customized insurance and investment proposals to meet your financial goals.

Our Process

Step 1

Introduction

Discussion starts with what you want help with

Establish roles and responsibilities

Discuss how we get paid

Step 2

Gathering Data and Determining
Goals and Expectations

Discuss risk tolerance and desired outcomes

Provide statements, benefit booklets, pension statements

Discuss any unique concerns, goals, objectives

Step 3

Clarify and Identify

Identify issues and opportunities specific to your situation

Review needs and priorities

Use resources to fill gaps that are outside our scope

Step 4

Develop and Present Plan

Select products that address issues and opportunities

Survey the marketplace to see which insurers are most competitive

Review features, add ons and riders

Step 5

Implementation

Implement recommendations

Coordinate with other professionals

Be aware of external deadlines

Step 6

Monitor

Monitor and evaluate what was implemented

Provide projections if required / review progress

Review new or changing circumstances

Products and Services

$50M+

in assets under management

99%

client retention rate

4/5

new clients are referrals

Over $5M

in life insurance and critical illness claims paid out in 2018

Personal

 

• Term Life Insurance
• Universal Life
• Whole Life
• Critical Illness Insurance
• Disability Insurance
• Mortgage Protection
• Education Funding
• Tax Deferral Planning
• Savings and Retirement Products
• Annuities
• GIC’s
• Segregated Funds
• RRSP, RRIF, LIF
• Pension Funds

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Corporate / Business

 

• Employee Benefit Plans
• Health Spending Accounts
• Buy/Sell Funding
• Collateral Insurance
• Key Person Insurance
• Business Succession Planning