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About Author

Rajesh Chowdhry is a seasoned Canadian financial and estate planning advisor with over 30 years of experience helping individuals, families, and entrepreneurs achieve financial security. Since earning his Certified Financial Planner designation in 1996, he has guided clients across Canada—from Vancouver to Halifax—through challenges like housing costs, taxes, and economic volatility. Based in Toronto, Rajesh founded Financial Planning Simplified to make financial planning clear and accessible.


His practical, relatable approach shines in Wealth Wise: Building and Protecting Your Financial Future in Canada, inspired by real-world interactions, such as a 2024 conversation with a couple in Ajax, Ontario. Rajesh empowers Canadians to leverage tools like TFSAs, RRSPs, and FHSAs to achieve goals such as homeownership, starting a business, or retirement. A frequent speaker, he simplifies complex concepts, driven by a belief that financial security builds a life of purpose. When not advising clients or writing, Rajesh enjoys Toronto’s vibrant communities, mentoring, and family time. Wealth Wise is his call to Canadians to plan with confidence

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Preface

In the summer of 2024, after delivering a financial planning seminar in Ajax, Ontario, a young couple approached me with a question that lingered long after: “Is financial freedom achievable in today’s Canada, or just a distant dream?” Over coffee, they shared their aspirations—a secure retirement, their children’s education, a home without the weight of an overwhelming mortgage—and their fears of falling short. I invited them to book a consultation to chart their path forward. Driving back to my home in Brampton that evening, their hopeful yet uncertain voices inspired the creation of this book

Contact

I'm always looking for new and exciting opportunities. Let's connect.

123-456-7890 

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