Eric Alikhani

Just like my clients, I believe that one’s wealth is their merit and should stay with them and their family. Wealth preservation through implementation of tax saving solutions and asset protection is a priority to me as much as to my clients.

Eric Alikhani

My Organization

With extensive financial planning experience and a strong commitment to client satisfaction, I provide tailored financial solutions to individuals, entrepreneurs, family businesses and corporations to preserve and grow their wealth.

I provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs.

My philosophy is to absorb and assess my client’s unique banking and financial needs and coordinate strategies for wealth and estate planning, tax planning, retirement planning, investment management, executive compensation around their personal and business interests.

I am a part of a large network of professionals and have access to expert accounting, legal, underwriting and actuary services. I will go out of my way to ensure that my clients’ expectations are met and even exceeded. Excellent results require excellent investment and taking the time to pick the right financial advisor is the smartest investment you need to make if you want results to be proud of.

I can help you accomplish financial peace by choosing the right plan.

My Strategy

Listen to the client

Conduct needs analysis

Assess client’s goals, priorities and means

Create a personalized and unique strategy tailored to each client

Implement and supervise

Evaluation and update periodically

Awards & Memberships

Eugenio Zetticci
My wife and I were considering giving back to the community and wanted to support some local charities. However, we weren't aware of all the tax-related aspects when one plans to give to charity. Eric helped us donate in an efficient manner, helping our business save money while supporting some of the causes we believe in.
Andreas Lange
Easy to talk to, very informative chats every time, able to answer all our questions and always picking up his phone. Can't recommend him enough.
Peter Eisenberg
Eric is very reliable and goes the extra-mile to find you the best insurance on the market. He is also well-connected and helped us get in touch with other professionals when we were working on our succession plan. Both ourselves and our children will work with him again in the future.
Kana Hirose
I care about my children's future, so I wanted to start investing in it as soon as they were born. I talked to Eric about my options and decided on an incredibly advantageous RESP. Without his knowledge and expertise I would still be thinking what my next move should be. I have already recommended his service to a couple of friends expecting to be parents.
Peder Nyquist
Eric is my go-to financial adviser every time I am looking for investment opportunities. We have been working together for more than 5 years now and I am very happy with what we have achieved. It's nice knowing that someone understands your ideas and helps you put them in practice without taking any unnecessary risks. Thank you, Eric!
Curtis Lamontagne
Choosing the right insurance for my business was a challenge I eventually had to take. I am happy it was Eric who helped me make the right choice and avoid a costly work replacement when a key employee left my company. I highly recommend him.
Indira Melikov
I love my business because it is a tool to take care of what matters to me most – my family. I am very grateful to Eric for helping me create a viable estate plan to ensure my loved ones will have a financially secure future both now and in the future.

Eric Alikhani

Eric Alikhani

I can help you accomplish financial peace by choosing the right plan.

I can help you accomplish financial peace by choosing the right plan.

Listen to the client

Conduct needs analysis

Assess client’s goals, priorities and means

Create a personalized and unique strategy tailored to each client

Implement and supervise

Evaluation and update periodically

Eugenio Zetticci

Andreas Lange

Peter Eisenberg

Kana Hirose

Peder Nyquist

Curtis Lamontagne

Indira Melikov