A clear financial roadmap for your next chapter.
Whether you're growing your career, building a business, preparing for retirement, or transitioning into something new, Veda Financial helps professionals and business owners make confident financial decisions, protect their wealth, and plan for the future with clarity.
Through personalized planning, insurance solutions, and wealth strategies, we help clients across Quebec and Ontario navigate life's major transitions.
Is this you?
You've built a successful career or business, and now you're thinking more intentionally about your financial future.
You may be:
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A corporate professional planning your next chapter
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A business owner or incorporated professional seeking tax-efficient financial strategies
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Preparing for retirement and long-term financial security
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Looking for personalized, education-first financial advice
If you're ready to make confident financial decisions, you're in the right place.
Veda Means Knowledge
At Veda Financial, education comes first.
My goal isn't just to provide recommendations. It's to help you understand the "why" behind every decision, so you feel confident taking control of your financial future.
Because when you understand your finances, you're empowered to make decisions that support your goals, protect your family, and create a lasting legacy.
Meet Disha
Financial Security Advisor
After spending over a decade in corporate finance at a Fortune 500 company, I left to found Veda Financial, an independent financial security advisory based in Montreal with one clear mission: to help people feel informed and confident about their finances.
Initially, I worked with families in all stages of their financial journey. However, I soon realized that I enjoyed and helped the clients most who shared my corporate background and desire for financial independence.
Often, these clients had crossed over into entrepreneurship from T-4 corporate life or households where one partner earns a steady income while the other is building toward financial freedom on their own path.
Veda Financial exists to help these households reach their goals faster, so they can focus on what actually matters to them.
Whether you're building wealth, protecting your family, preparing for retirement, or planning a major career transition, I'm here to help you move forward with clarity and confidence.
Who We Serve
BUSINESS OWNERS & INCORPORATED PROFESSIONALS
Your personal and business finances are closely connected, and you need strategies that support both. You may be wondering: - How should I structure savings inside and outside my corporation? - What insurance protection does my business need? - How can I create a more tax-efficient financial strategy? - Am I balancing business growth with long-term personal goals?
CORPORATE PROFESSIONALS
You have a successful career, growing income, and long-term goals. You want to make sure you're making the most of what you've built. You may be wondering: - Am I saving and investing efficiently? - Am I on track for retirement? - Do I have the right protection in place for myself and my family? - How can I reduce taxes and preserve more of my wealth?
CORPORATE PROFESSIONALS TRANSITIONING TO ENTREPRENEURSHIP
You're ready to leave the corporate world and build something of your own, but want to do it with confidence. You may be wondering: - Can I afford to leave my corporate role? - How much should I save before making the transition? - How will I replace my workplace benefits? - What financial steps should I take before becoming self-employed?
Who We Serve
BUSINESS OWNERS & INCORPORATED PROFESSIONALS
CORPORATE PROFESSIONALS
CORPORATE PROFESSIONALS TRANSITIONING TO ENTREPRENEURSHIP
Your personal and business finances are closely connected, and you need strategies that support both. You may be wondering: - How should I structure savings inside and outside my corporation? - What insurance protection does my business need? - How can I create a more tax-efficient financial strategy? - Am I balancing business growth with long-term personal goals?
You have a successful career, growing income, and long-term goals. You want to make sure you're making the most of what you've built. You may be wondering: - Am I saving and investing efficiently? - Am I on track for retirement? - Do I have the right protection in place for myself and my family? - How can I reduce taxes and preserve more of my wealth?
You're ready to leave the corporate world and build something of your own, but want to do it with confidence. You may be wondering: - Can I afford to leave my corporate role? - How much should I save before making the transition? - How will I replace my workplace benefits? - What financial steps should I take before becoming self-employed?
How We Can Help
INSURANCE
PROTECTION
Protecting your family, income, and business starts with the right strategy. We help identify potential risks and create customized protection plans tailored to your unique needs.
Solutions may include:
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Life Insurance
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Critical Illness Insurance
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Disability Insurance
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Business Overhead Expense Coverage
Every recommendation is designed to align with your lifestyle, goals, and financial priorities.
WEALTH & PORTFOLIO MANAGEMENT
We provide personalized wealth planning and investment strategies designed to help you grow and preserve wealth while staying aligned with your long-term goals.
Areas of planning include:
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RRSPs / TFSAs / FHSAs / RESPs
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Non-registered investments
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Corporate investment accounts
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LIRA transfers
Our focus is creating tax-efficient strategies that support both today's needs and tomorrow's goals.
Strategic Consultations
Need objective financial advice without an ongoing commitment?
Our fee-for-service consultations are designed for individuals seeking clarity around major financial decisions, business transitions, or complex planning questions.
We offer a special service for people who want to transition.
Financial Health
Audit
A comprehensive review of your current financial picture, including assets, liabilities, cash flow, insurance coverage, and planning opportunities. Duration: 2-3 hours Fee: $500
Corporate Exit Strategy Session
Designed for professionals preparing to transition from employee to entrepreneur. Topics include replacing workplace benefits, creating emergency reserves, and preparing financially for self-employment. Duration: 3-5 hours Fee: $750
The Veda Business & Life Blueprint
A comprehensive planning engagement that combines personal financial strategy with business strategy, retirement projections, and family protection planning. Estimated Scope: 8-10 hours Starting at: $1,500+
Transition Readiness Plan
Who This Is For:
This plan is built for professionals navigating a major career or practice shift, such as:
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Healthcare Professionals (e.g., Nurses, Physiotherapists) moving from the public health system to private practice or agency work.
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Tech & Corporate Employees leaving traditional employment to launch a startup, clinic, or boutique firm.
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Professionals Switching Sectors or roles; transitioning to independent consulting, contracting, or a completely new industry.
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Individuals with Surplus Cash Flow who want to de-risk a major career pivot before making the leap.
What's Included:
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Personal Cash Flow & Runway Mapping
Calculate exact living expenses and determine your optimal safety net before taking the leap.
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Corporate Benefits & Insurance Audit
Identify what group coverage you’ll lose (health, dental, disability, life) and set up portable personal protection.
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Transition Strategy & Timeline
Align your departure timing with key financial milestones, bonuses, or stock vesting schedules.
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Business Setup Essentials
Clarify early cash flow needs, tax Considerations, and cash management structures for your new practice or firm.
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3 to 5 Dedicated 1-on-1 Meetings
Fees : $997 + tax
Fees: $997 + tax
Thinking About Leaving Corporate Life?
Get our free Corporate Exit Guide and receive practical financial insights to help you navigate the transition with confidence.
How We Work Together
Learn with Veda.
Financial planning shouldn't feel overwhelming.
Through webinars, educational resources, and ongoing conversations, we make complex financial topics easier to understand, so you can make informed decisions with confidence.
Join our upcoming webinars and continue building your financial knowledge.
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Institutions We Work With
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