Navigating Life in a New Country
Whether you’re new to Canada or building a life here, managing finances can feel overwhelming. At Setu Financial Partners, we guide individuals and families through the financial maze—so you don’t have to figure it out alone. From understanding taxes to setting the right goals, we help you gain clarity and confidence, every step of the way.
Thoughtful Planning, Rooted in You
We begin with a deep, honest look at your full financial picture—income, expenses, goals, family needs, and more. Like a doctor diagnosing before prescribing or a CFO planning before investing, our process is built on understanding before action. The result? A plan that reflects your life—not someone else’s checklist.
Empowerment Through Education
We don’t just create plans—we explain them. We’ll walk you through every decision, every strategy, every number—so you can make informed choices that truly feel right. When you understand your plan, you feel more in control—and that’s the foundation of peace of mind.
What We Help You With
Full Financial Planning
A big-picture strategy aligned with your values and goals—covering cash flow, debt, savings, and more.
Tax Guidance
Clear, proactive strategies to make the most of Canada’s tax system and keep more of what you earn.
Investment Strategy
Tailored advice based on your time horizon, risk comfort, and what you actually want your money to do.
Retirement Planning
From RRSPs to pensions, we’ll help you prepare for a secure, flexible, and fulfilling retirement.
Education Planning
Make RESP decisions that balance your child’s future with your family’s current needs.
Insurance Review
Evaluate the coverage that makes sense for you—nothing more, nothing less.
Estate Considerations
Plan how your legacy is passed on, with simplicity and intention.
A Plan That Grows With You
Life changes—and your plan should, too. We stay connected, revisit your goals, and adjust as needed. Because your financial life isn’t static, and neither is our support.
Let’s Build Your Financial Bridge
Whether you’re new to Canada or entering a new life stage, we’re here to walk with you. Let’s start with a conversation—one that connects your present to your future.