To empower individuals, families, and businesses to achieve financial security, independence, and peace of
mind through tailored, transparent, and expert guidance.
Vision
To be the most trusted financial partner in Canada, recognized for professionalism, client-first solutions, and
innovative financial strategies.
Our values guide everything we do. At Right Place Financial, we are committed to delivering honest advice, personalized solutions, and expert guidance—using modern tools to help you make smarter, more confident financial decisions.
Our Values
Principles That Guide Everything We Do
Our values guide everything we do. At Right Place Financial, we are committed to delivering honest advice, personalized solutions, and expert guidance—using modern tools to help you make smarter, more confident financial decisions.
Integrity: Transparent, honest advice
Client-Focus: Solutions designed around your unique goals
Expertise: Licensed professionals with knowledge across insurance, investments, and taxes
Innovation: Using modern tools for smarter financial decisions
"My mission is to make financial planning simple, transparent, and accessible for everyone."
Bio
Shailesh founded Right Place Financial Inc. with a vision to empower Canadians to take control of their financial future. He specializes in Life, Health, and Travel Insurance, Investment Planning, and Tax & Accounting services, combining expert knowledge with a client-first approach. Shailesh is passionate about helping individuals, families, and businesses make informed financial decisions that secure their future. Through personalized strategies, easy-to-understand guidance, and modern tools, he ensures every client can achieve financial confidence and peace of mind.