About Right Place Financial Inc.

Home – About Us

Mission & Vision

Your Trusted Partner in Financial Freedom

Mission

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.

Meet Our Founder
Founder & CEO

Shailesh I. Patel

"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.

Discover how we can help secure your future