Verified recordFinancial Services

Dharmesh Jani

Managing Director at Arth Wealth Solutions

Based in Canada

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Seniority

C-Team

Department

General Business & Management

Location

Canada

Industry

Financial Services

Company size

2

Contact information

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Email

1 credit

d•••••••@arthwealthsolutions.ca

Phone

5 credits

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Background

About Dharmesh Jani

As the Director, and Wealth and Risk Management Advisor at Arth Wealth Solutions since 2010, I bring over 27 years of experience in the financial and insurance services industry. I utilize 27 years of expertise, supported by advanced certifications as a Mutual Fund Advisor, Branch Manager, and Mortgage Agent, to help business professionals and families achieve their financial goals. One of my key achievements as a Wealth and Risk Management Advisor includes successfully guiding over 500 clients to secure their financial future through tailored risk management strategies, significantly improving their long-term financial stability. Before moving to Canada, I spent 9 years as a Manager for a major international bank, honing my skills in financial management and client relations. This background has given me a deep understanding of diverse financial landscapes and the ability to craft personalized financial solutions. At Arth Wealth Solutions, I am committed to honesty, problem-solving, professionalism, and strict ethical conduct. My approach is caring and client-focused, ensuring that each client receives the best possible advice and service. Over the past 15 years, I have specialized in providing financial solutions to professionals across various categories, helping them achieve their financial goals with confidence. I welcome any inquiries you may have and am dedicated to helping you navigate your financial journey. Please feel free to contact me at 647-282-3971 or via email at dljani@gmail.com. Let's work together to secure your financial future. Ready to take the next step? Reach out today and let’s start planning your financial success!

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