About
I’m Vinal De Silva.
I Help People
Plan Their Future.
Navigating Life’s Financial Pathways
Welcome! I’m Vinal De Silva, dedicated to guiding you through strategic financial planning. As a father and a survivor of life’s unexpected challenges, including a life-saving liver donation to my son, I’ve experienced firsthand the critical importance of financial preparedness. This profound experience has fueled my passion for helping you secure your family’s health, protection, and future wealth.
Transforming Challenges into Financial Strategies
Starting my career in marketing, I swiftly climbed the ranks to leadership roles in business development and strategic planning. In 2018, I shifted my focus to wealth planning, driven by my personal journey through critical health and family experiences. Now, I leverage this unique perspective to offer bespoke financial strategies that cover everything from emergency funds to long-term wealth accumulation.
achievements as a wealth planner ...
Certifications
MDRT 2023
MDRT 2022
IQA 2022
PAC Wealth Planner
1st Runner Up 2022
Provincial Best
Wealth Planner 2021
MDRT
Provincial Best
Wealth Planner
IQA
Professionalism shouldn't be defined by a persons pay-check, role or title. It should be defined by a persons work ethic..
Professionalism shouldn't be defined by a persons pay-check, role or title. It should be defined by a persons work ethic.
Topics I Can Help You With
01.
Financial Need Analysis
Understanding the gaps, priorities as one plans their future.
02.
50:30:20 Budgeting Rule
Determining whether you are financially disciplined.
03.
Life Span of a Person
Understanding the stages in a persons life, keys tasks during each stage to accomplish and common fears faced during the income generating period.
04.
Human Value
Calculation of the income / expenses to determine an individuals value to a family.
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