Vishal Trivedi

Email: vishal.trivedi@amiwealth.com
Tel: 416-613-0888 ext. 938

Vishal Trivedi’s Insured Lifestyles & Legacies approach helps you maximize the value of your most valuable asset and minimize the essential financial security threats you can experience.

Your life, lifestyle, and legacy have been the focus of Vishal Trivedi’s financial advisory business since he began in 2005. A masters university graduate in business and marketing from two universities in the United Kingdom, Vishal has dedicated his career to helping his clients ensure their essential financial security threatened by illness, injury, retirement, or death. A former top career advisor with one of Canada’s leading financial institutions, Vishal set out on his own in 2012 to build a business centred around you and not corporate goals. Creating Essential Financial Security for Medical Professionals, Entrepreneurs, and Families with his Insured Lifestyles & Legacies strategy is his mission. His first concern is preparing and protecting professionals from preventable financial crises so they can have more of the peace of mind and quality of life they deserve. He is licensed to do business in Ontario and is a member of and adheres to the Code of Ethics of Advocis – The Financial Advisors Association of Canada. He’s also qualified for the National Quality Award presented in recognition of high-quality sales and customer service to Canadians.

Essential Financial Security results from eliminating income uncertainty, lifestyle uncertainty, family future standard of living uncertainty, market uncertainty, and retirement uncertainty. Vishal Trivedi focuses on the special financial security needs of medical professionals and entrepreneurs using top tier products and a strategic team, so you get the security you deserve. The goal is more peace of mind – it’s the essence of quality of life.