About Shan
Shan Janmohamed is an Investment Planning Advisor holding the RRC® designation and a BA. He is also a CFP professional. Shan started his career in finance as a runner and then later as a Market Maker on the floor of the Toronto Stock Exchange. His extensive experience in securities trading and as a financial advisor led to close connections with his clients, allowing him to develop personalized financial plans to help them realize their goals. Shan joined CDSPI Advisory Services Inc. in 2018 providing planning expertise in the areas of tax, estate, retirement, and wealth management for dental professionals and their families.
“I was inspired to become a financial planner when faced with the limitations of the traditional broker’s model in achieving a client’s financial well-being. I wanted to be a part of something different, providing custom financial strategies that help each client successfully achieve their goals.”
Perspective on Working with Dentists
Shan creates a holistic plan for his clients that improves their peace of mind by increasing and securing their net worth. “Finance is one of the biggest sources of stress even for the wealthy who live well within their means. It is important to help people be at ease with a financial strategy given the uncertainty in the world.”
“Transparency, honesty and offering sound insights while providing tailored guidance is the roadmap to get my clients where they want to be.”
Shan enjoys working at CDSPI Advisory Services Inc. and has respect for the entire team as he believes that the not-for-profit model of CDSPI attracts people with similar qualities and views on life. CDSPI is a community-oriented organization that is designed to serve the community of dentists. “Dentistry is a multifaceted skill set and dentists are not just professionals like lawyers or financial advisors, they are also technicians and business owners. It is a unique combination of trade and profession and I enjoy collaborating with dentists on their complex financial goals.”
Education
- CERTIFIED FINANCIAL PLANNER® professional
- Registered Retirement Consultant® (RRC®)
- Bachelor of Arts degree (BA) from McGill University