Tushar Kataria

Tushar Kataria is a licensed financial consultant and coach serving individuals, families, first-time homebuyers, and business owners across Canada. Drawing on nearly five years of Canadian accounting experience and a background in accounting and finance, Kataria focuses on understanding clients’ tax and financial situations before recommending products. The practice offers personal and corporate financial planning, with virtual consultations across Canada and in-person meetings available in British Columbia.

Services include life, critical illness, disability, health and dental, travel, and Super Visa insurance, as well as retirement planning, children’s plans, RESPs, TFSAs, RRSPs and RIFs, and estate planning. For corporations, offerings include tax planning, corporate investments, key person insurance, buy-and-sell planning, group benefits, and executive retirement plans. Kataria says recommendations are not tied to a single insurer or institution and are tailored to clients’ goals. The business also provides free educational content about Canadian financial scenarios and offers a one-hour strategy consultation to help clients identify practical next steps, without requiring them to become clients.