Shan Janmohamed joined CDSPI Advisory Services Inc. in 2018 as an Investment Planning Advisor for dental professionals and their families. He provides planning expertise in the areas of tax, estate, retirement, and wealth management. Shan is also well versed in leveraging opportunities stemming from the incorporation or sale of a dental practice.
Shan started his career in finance over 20 years ago as a runner on the floor of the Toronto Stock Exchange. After a decade in securities trading, he moved on to work as a financial advisor at a leading financial institution. His approach to customer service led to close connections with his clients, allowing him to develop personalized financial plans to help them realize their goals. Shan holds both the Certified Financial Planner® (CFP®) and Registered Retirement Consultant® (RRC®) designations, as well as a Bachelor of Arts degree from McGill University.
Outside of work
Shan is an accomplished triathlete and marathon runner. He is also an avid traveller who has climbed Mt. Kilimanjaro, driven the Ho Chi Minh Highway on a motorcycle, hiked the Great Wall of China, and cycled from Bruges to Amsterdam. Shan donates his time and experience to organizations that empower low-income Canadians by teaching them to manage their finances.