Practical Financial Advice You Can Count On

As a fiduciary, our first priority is helping you take care of yourself and your family. 


What do we do ?

Based in Mississauga, Ontario, Canada, with a network of clients across the country, we are a group of experienced financial advisors with team of CA,CPA,CFA ,Solicitors working with us. We aim turning your dreams into plans. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Building Wealth and Investment planning.

Powerful advice, investment solutions and financial planning that adapts. Our team to get to know you and your family’s goals so they can build a financial plan

Tax Planning

Tax planning is the process of ensuring that all aspects of your financial plan work together in such a way that they reduce your overall tax bill as much as is legally possible. We offer several legal way to optimize tax payment in Canada and get refunds of paid taxes for individuals and businesses.

Mortgage Planning

Whether you are buying a home or refinancing an existing home, it is important to make informed housing finance decisions that will help make homeownership viable and affordable over the long term. By planning your mortgage out in advance, you’ll save money and be better prepared to deal with any financial setbacks. We with our team of professionals we provide best of mortgage solutions for single homes or multiple homes, business mortgage or financing of multiplexes.

Risk Planning.

Risk Management is the assessment and quantification of the likelihood and financial impact of events that may occur in the customer’s world that require settlement by the insurer; Insurance can offer peace of mind if you know you’re protected against the unexpected. You can find an insurance policy to cover almost anything imaginable but some are more deserving than others of a place in your financial plans.
Why Choose US

Accurate Record Keeping

The firm’s team of financial planners, analysts, and other industry experts provide clients not only with the best planning advice, but maximized portfolio results through direct portfolio management.

Always On Time

Hard Working

24/7 Availability


What My Clients Say?

Mr. Malhotra is a client-oriented professional with a drive to achieve results. He has been an exceptional service provider to our family. A very hard working and committed individual, Ravi has been a great help to our family.
Ravi is a very detailed oriented and produced great results for the company. I take this opportunity to wish him all the best !!
Kamini Naik
I have known Ravi for many years now and I am proud to say he is highly knowledgeable in his field and, at the same time, is capable of quickly understanding his clients financial aspirations and needs and customizing his solutions for the same. I am glad to work with him, am very satisfied with his services and I highly recommend Ravi Malhotra without any hesitation.
Murali Murthy

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The opinions expressed on this website are those of the Financial Advisor and are not necessarily those of Keybase Financial Group Inc. Any data provided is for illustration purposes only. Clients and prospective clients should always read a product prospectus and fully understand all of the risks associated with the product before purchasing. Any information relating to the discussion of taxation issues is considered to be only general in nature.

Clients should seek a qualified tax professional to discuss their specific tax requirements.