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About Me
Narendra Sukheja
Certified Financial Planner
101-2420 Meadowpine Blvd, Mississauga, ON, L5N 6S2
Phone: 647-526-6054 | Email: keyensfinancial@gmail.com
Website: https://taxandfinancialplanner.com
LinkedIn: https://www.linkedin.com/in/narendra-sukheja-50024133/
Profile
• Analyze the client’s financial information; identify the client’s objectives, risk tolerance, and circumstances to develop a thorough financial plan to provide investment strategies, tax projections, and financial guidance.
• Perform annual review with clients to assess current financial health, ensure suitability, and propose value-added solutions to client’s needs.
• Advise clients on changes in legislation, market condition and economy outlook that might affect clients financial well being.
• Reviews insurance coverage to mitigate risks to the financial plan.
• Providing Financial & Tax Planning Services to Small Business Owners, Self Employed professionals.
• Preparing & Filing Personal Tax Returns for Individuals and Self Employed.
• Over 25 years on Experience in Financial Planning, Risk Management, Preparing Cash-flow Statement, Budgeting, Accounting, Bookkeeping & Taxation.
• Over 10 year of experience in Taxation & Retirement Planning, Portfolio Management & Estate Planning.
Professional Experience
President | Keyens Financial Services, Mississauga, ON | June 2012 – Present
• Delivering comprehensive financial and tax planning services.
• Advising clients on RRSPs, TFSAs, pensions, annuities, and insurance solutions.
• Supporting education planning, estate planning, and retirement readiness.
• Conducting portfolio reviews and economic briefings for informed decision-making.
• Structuring corporate entities to support estate and tax objectives.
Skills
• Financial Planning & Analysis
• Tax Planning & Compliance
• Portfolio & Retirement Planning
• Risk Management & Insurance
• Estate Planning & Wealth Transfer
• Budgeting & Forecasting
• Corporate Structuring
Certified Financial Planner
101-2420 Meadowpine Blvd, Mississauga, ON, L5N 6S2
Phone: 647-526-6054 | Email: keyensfinancial@gmail.com
Website: https://taxandfinancialplanner.com
LinkedIn: https://www.linkedin.com/in/narendra-sukheja-50024133/
Profile
• Analyze the client’s financial information; identify the client’s objectives, risk tolerance, and circumstances to develop a thorough financial plan to provide investment strategies, tax projections, and financial guidance.
• Perform annual review with clients to assess current financial health, ensure suitability, and propose value-added solutions to client’s needs.
• Advise clients on changes in legislation, market condition and economy outlook that might affect clients financial well being.
• Reviews insurance coverage to mitigate risks to the financial plan.
• Providing Financial & Tax Planning Services to Small Business Owners, Self Employed professionals.
• Preparing & Filing Personal Tax Returns for Individuals and Self Employed.
• Over 25 years on Experience in Financial Planning, Risk Management, Preparing Cash-flow Statement, Budgeting, Accounting, Bookkeeping & Taxation.
• Over 10 year of experience in Taxation & Retirement Planning, Portfolio Management & Estate Planning.
Professional Experience
President | Keyens Financial Services, Mississauga, ON | June 2012 – Present
• Delivering comprehensive financial and tax planning services.
• Advising clients on RRSPs, TFSAs, pensions, annuities, and insurance solutions.
• Supporting education planning, estate planning, and retirement readiness.
• Conducting portfolio reviews and economic briefings for informed decision-making.
• Structuring corporate entities to support estate and tax objectives.
Skills
• Financial Planning & Analysis
• Tax Planning & Compliance
• Portfolio & Retirement Planning
• Risk Management & Insurance
• Estate Planning & Wealth Transfer
• Budgeting & Forecasting
• Corporate Structuring