Prasanth Shunmugam

Prasanth Shunmugam

Financial Professional

📞 +1-4385267035 | 📍 Oshawa, Canada

About Me

With over two years of dedicated experience, I have had the privilege of helping 120+ families understand and manage their financial futures. My approach focuses on educating clients about personal finance, from budgeting and debt management to saving and investment strategies. I believe in empowering individuals and families with the knowledge and tools they need to make informed financial decisions, fostering long-term financial security and success.

My Services

Investment Planning

Strategic investment solutions to grow your wealth.

Retirement Planning

Ensuring a secure and comfortable retirement.

Tax Efficient Strategies

Optimizing your finances with tax-efficient approaches.

Estate and Legacy Planning

Preserving your legacy for future generations.

Debt and Cash Flow Management

Managing debt effectively to maintain healthy cash flow.

Business Financial Planning

Comprehensive financial strategies for your business.

What Clients Say