Mukesh Patel
Financial Planner | Founder, Setu Financial Partners
I’m Mukesh Patel, a financial planner, husband, father, and first-generation immigrant. I know what it feels like to start fresh in a new country—figuring out everything from opening a bank account to planning for a child’s future. After 17 years working in financial institutions, I founded Setu Financial Planners in 2022 to offer the kind of advice I wished I had when I first arrived.
At Setu, I help individuals and families make informed decisions about investing, saving, and protecting what matters most
I offer only what I truly believe in—transparent, needs-based investment strategies and essential insurance solutions like Term Life and Travel Insurance. No sales pitch, no product pushing—just honest advice that respects your journey.
The word Setu means “bridge” in Sanskrit and Hindi. It reflects my mission: to be a bridge between your current reality and your future goals. Through my affiliation with Investia. I offer access to a full range of registered investment accounts. And uniquely, clients who purchase insurance or invest with us receive Fee Waiver on my fee-for-service financial planning.
Beyond spreadsheets and strategy, I love spending time with my family, cheering on a game of cricket, and supporting my wife’s small business. I also enjoy connecting with fellow newcomers and sharing insights through local events and social media.
Let’s work together to build your financial future—with care, clarity, and confidence.
I offer investment and insurance solutions alongside comprehensive financial planning, always putting your best interests first.
With our fee based approach, you receive transparent, expert advice—no pressure, no product sales, just a plan that truly works for you.
Empowering Families with Practical Financial Advice
At Setu Financial Planners, we help you make informed decisions—whether you’re investing for the future, protecting your family, or planning your next big goal. Our advice is rooted in clarity, not complexity. No jargon. No hard sells. Just personalized solutions that match your stage of life.
Investments That Align with Your Goals
From RRSPs and TFSAs to FHSAs and corporate accounts, we offer investment solutions through Investia Financial Services Inc. that fit your needs today and adapt with you tomorrow. Our fee-based planning model ensures transparency, and our advice goes beyond product selection—we focus on building your financial foundation the right way.
Insurance That Makes Sense
We offer only what most families truly need: Term Life Insurance and Visitors to Canada Medical Insurance. No upselling. No pressure. Just affordable protection and peace of mind, tailored to your life and financial plan.
Real Advice, Real Value
We believe in fair, flexible, and transparent financial advice. That’s why clients who choose our insurance solutions or invest with us receive Fee Waiver for our full-service financial planning fees. We’re here to guide—not sell—so you can make decisions with confidence
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.