I’m Khurrum Zaka, a Certified Financial Planner® and the driving force behind Zaka Financial Services. With over 12 years of invaluable experience, I bring expertise and dedication to every client interaction.
My focus? Your financial security, plain and simple. Specializing in personalized Investment Management, Insurance Consultation, and Financial Plans, I’m here to craft solutions that fit you like a glove.
Let’s turn your financial goals into reality. Schedule your free consultation today, and let’s embark on this empowering journey together.
My foremost focus is on your financial health, which begins by understanding you. Delving into who you are, your financial aspirations, goals, and responsibilities is pivotal for laying the groundwork for financial success.
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HOLISTIC REVIEW
Any advice given without a complete understanding is limited. Assessing your financial situation provides insight into your current position and future trajectory.
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RECOMMENDATION
Following an in-depth exploration and thorough examination of your finances, we will craft tailored recommendations designed to enhance your financial well-being.
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CLIENT SUPPORT
We offer continuous support to our clients. We take pride in delivering exceptional client service to all of our clients, both now and in the future.
We offer tailored insurance planning for personal and business needs with all carriers in Canada, i.e. Life, Disability, Critical Illness Insurance, Group Benefits, Business Insurance and MORE!. Our solutions align precisely with your requirements, whether safeguarding your family’s future or protecting your business assets. With expertise and dedication, we provide peace of mind against life’s uncertainties.
At Zaka Financial Services, we specialize in portfolio management tailored to your unique goals and risk tolerance. Our expert team crafts diversified portfolios designed for long-term growth and stability. With transparent communication and regular updates, we’re dedicated to guiding you towards financial success.
You will be working with a CERTIFIED FINANCIAL PLANNER. At ZFS, we specialize in comprehensive financial planning. Our personalized approach ensures your financial goals are met, whether it’s retirement, education, or wealth accumulation. With expert guidance and tailored strategies, we help you navigate your financial journey with confidence and clarity.
Financial planning involves analyzing your current financial situation, setting goals, and creating a strategy to achieve them. It’s crucial because it helps you manage income, expenses, investments, and savings effectively, ensuring a secure future, managing risks, and achieving financial milestones like retirement or buying a home.
COMING SOON
Is it right for you…?
Term life insurance provides coverage for a specified period, offering a death benefit if the insured passes away during the term. It’s important as it helps protect loved ones financially, covering expenses like mortgages, debts, and living costs in the event of the policyholder’s death, providing peace of mind and security.
COMING SOON
A peace of mind.
Retirement planning involves setting financial goals and strategies to secure a comfortable lifestyle post-employment. It’s essential as it ensures financial independence and stability during retirement years, allowing individuals to maintain their desired standard of living, cover healthcare costs, and pursue personal interests without relying solely on government support or family assistance.
