The Sifarish Network

Overview

Title
Corporate Insurance & Investments
Business Name
Immunis Financial Brokers Inc.
Languages
  • English
  • Hindi
  • Gujarati

Biography

Yogesh Sheta is a Corporate insurance specialist with Immunis Financial Brokers Inc. Through his firm, he provides his expert insurance services to professional corporations, business owners, and High-Networth families. He closely works with Accountants, Corporate lawyers, and Bankers to provide his clients with Advanced life insurance planning and comprehensive Estate - planning solutions. He understands that a business owner faces unique personal and financial issues than others do and He affirms that Life insurance plays a very crucial role in mitigating such issues at a fraction of the cost.

Yogesh is a proud member of professional organizations such as the MDRT Foundation and Advocis.
Apart from having Life insurance Licenses in five provinces in Canada, He has a certificate of distinction for the designation called- RWM™ from the Knowledge Bureau. To advance his professional career and skills, he is currently enrolled in CFP® and MFA-P™.

Yogesh is a husband and father of two beautiful daughters and enjoys playing volleyball and listening to audiobooks in his spare time.

Education & Work Achievements

Education
  • RWM™
Work History
  • Director at Immunis Financial Brokers inc.
  • 2017 - present - 5 years
Licenses & Certificates
  • LLQP
  • RWM™

Pictures & Videos

Contact Details

Phone
Landline
Social Info

Why Sifarish?

Why did you join The Sifarish Network?
This platform has offered unparalleled opportunities to professionals like me who are new immigrants, surpassing what others have failed to provide. It instills a strong sense of belonging. This organization has been instrumental in aiding my personal growth, and it has the potential to assist others as well.