Mayur Pendse

For nearly 10 years, I have been a proud partner in my clients’ financial success. I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution for you.

Given the number of solicitations you receive, what I can offer you is guidance in achieving financial security by turning your ambitions into concrete realities.

I will help you review your situation and propose a two-pronged strategy: achievement of financial prosperity so that you can carry out your projects, and financial security so that you can protect yourself, your loved ones and your achievements from life’s unexpected challenges.

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget
• Reviewing your investments
• Evaluating any insurance needs
• Determining if you can reduce your taxes
• Planning your retirement
• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.