Please Contact Me To Book Your One Hour Free Consultation.

(778) 848-7690

 

 sima@dualshields.ca

About Me

Sima Mirzaaghaee is an experienced financial consultant who has worked for both large and small corporations in Canada and abroad. She is well-versed with many forms of financial planning including retirement planning, insurance planning, tax planning, estate planning, mortgage planning and financial planning for business owners.

In addition to being able to access to a wide array of individual and corporate insurance and investment products from a variety of companies and banks, Sima also has access to BMO residential and commercial mortgages, line of credit, credit card, personal and commercial loans. This additional access helps you to plan for all of your financial needs with one person who is able to ensure that each aspect of your finances is properly synchronized for maximum protection and benefit.

Sima combines a love of people with a love for her work. When working with Sima, one receives not only the benefit of the protection afforded by her selection of the best product chosen from amongst many companies but also the protection afforded by her own guarantee of personal advocacy for you the client.

Sima has earned certificates in accounting from the prestigious McGill University in Montreal. This accounting education combined with her more than 10 years of accounting work experience and her undergraduate degree provides her with the background needed to provide excellent service to her clients in all aspects of financial products and services.

Sima has taught many educational workshops and seminars for individuals and business owners during the last 7 years in BC. She believes that educating a client is the best approach to building a successful partnership with them. To achieve this goal and to benefit the wider community, she is now teaching financial literacy classes free of charge.

We offer a wide rang of insurance and guaranteed investment products and services to help you and your business to reach a successful financial goal.

Registered Retirement Savings Plan (RRSP)

Locked-in Retirement Account (LIRA)

RRIF

Life Income Fund (LIF) and Annuities

RRSP Loan and Line of Credit

Tax-Free Savings Account (TFSA)

Non-registered Savings

Registered Education Savings Plan (RESP)

Life Insurance, Critical Illness, Disability Insurance and Long-term care

Group Insurance

Construction and Residential Mortgages

10+ YEARS OF EXPERIENCES

we are committed to providing you with the very best advice, products and services based on your family and business financial goals.

Quality Services

Budget Friendly

Valuable Information

Trusted by current customers

Products and Services

Cash Flow management

TFSA-White

TFSA

TFSA-Whitee

Non-registered Savings

Insurance Planning, Retirement Planning, Estate Planning and Tax Planning

RRSP Loan/Line of Credit

Critical Illness

Disability Insurance

Long-term care

RRSP, LIRA and other plans

RIF, LIF and Annuities

Term and Permanent Life Insurance

Education products and services

RESP

RDSP

Mortgage Planing

Budget Friendly Icon

Construction and Residential Mortgages

Our Satisfied Clients

One hour free consultation

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