Financial Consultant · Ontario, Canada
Comprehensive financial planning for business owners, entrepreneurs, and families across Ontario — from wealth building to estate preservation.
About Me
I'm Bobby Gulati, an independent Financial Consultant based in Ontario, Canada. I specialize in helping incorporated business owners, entrepreneurs, high-income earners, and families build, protect, and transfer their wealth with intention.
Working across multiple carriers, I find the right solutions — not just the most convenient ones. Every plan I build is tailored to your unique situation, timeline, and legacy goals.
Financial education is the foundation of every great decision. My role isn't to sell products — it's to ensure you understand exactly what you're protected for, and what opportunities you may be missing.
What I Offer
From your first investment to your estate, I provide solutions tailored to where you are — and where you want to go.
Client Stories
Real stories from real people across Ontario.
Bobby completely changed how I think about my corporation's finances. He found tax strategies I never knew existed — from the Corporate Estate Bond to structuring my buy-sell agreement. I sleep better at night.
As a new family we had no idea where to start. Bobby walked us through our RESP, life insurance, and TFSA in plain language. He made it feel simple, not overwhelming. Truly a financial educator.
I was months away from retirement with no real plan. Bobby helped me maximize my RRSP drawdown, set up my RRIF correctly, and gave me the confidence that I won't outlive my savings.
Get In Touch
Whether you're just getting started or optimizing an existing strategy, the conversation starts here. Book a no-obligation consultation.