Shivji Financial

At Shivji Financial Services, we take pride in being a boutique financial planning firm that offers comprehensive and personalized services to individuals, professionals, business owners, and entrepreneurs. Our team of experienced professionals, led by Hussein Shivji, is dedicated to helping our clients achieve their financial goals and build a lasting legacy.

Our Mission

Our mission is to provide exceptional financial planning services that cater to the unique needs of each client. We believe in building long-term relationships, not just transactions. We take the time to understand our clients' goals, values, and aspirations, and develop tailored strategies that address their specific needs.

Our Services

We offer a wide range of services, including estate planning, tax minimization, and business planning. Our estate planning services help clients build a comprehensive wealth transfer plan that ensures their legacy continues for generations to come. Our tax minimization services use insurance strategies to minimize tax liabilities for professionals, business owners, and entrepreneurs. Our business planning services help clients increase after-tax income and protect their businesses with a succession plan.

What We Value

At Shivji Financial Services, we value professional credibility, honesty, and integrity. With over 35 years of experience in the industry, we have built a stellar reputation and a team of professionals who are committed to delivering exceptional service. We earn our clients' trust by building long-term relationships and individual plans that they can rely on. We believe in quality living and help our clients achieve their goals, so they can enjoy a better quality of life.

Meet Our Team

Our team is led by Hussein Shivji, the president and founder of Shivji Financial Services. Hussein has over 35 years of experience in the financial services sector and has achieved numerous awards and recognition for his exceptional service and expertise. Romina Wilson, our Vice President, works closely with clients and oversees the business operations. Faizal Shivji, our Licensed Advisor, provides clients with long-term asset protection plans that can be implemented over generations.