Murali Narayanan
Mutual Fund Representative
(289) 337-0645
+1 (647) 308-2116
+1 (289) 337-3670
Oakville, ON
English/Hindi/Malayalam/Tamil
Financial Education workshops
Financial Independence. For Everyone.
World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.
Download Our Power of Choice Brochure.
A high-level overview of the diversity of the products, services and providers available to our clients. However, the only products we prioritize are those that are right for your unique needs.
A Platform as Diverse as Those We Serve
No matter your life story, WFG has the technology and experience to make your financial dreams a reality. Watch the video below to learn more about our business platform and what makes us unique in an industry that is not known for its diversity.
Services Offered by Murali
Insurance Protection
The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Retirement Income Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Legacy Strategies
Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
College Funding
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
Long Term Care
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Schedule a Complimentary, Risk-Free Appointment with Murali
Building Entrepreneurs
Our innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork. Join WFG today and be part of the thousands of independent professionals across Canada helping individuals and families protect what matters most to them.
Frequently Asked Questions
Recent Reviews for Murali Narayanan
Displaying reviews 1 - 5 of the 9 most recent
- 2/7/225 out of 5Rating 5.0
Murali is very knowledgeable about the financial points. He suggested an initial discussion just for him to get to know about my financial goals. He did documented those details and surprisingly in a week he came up with the plan and helped me to spoon feed for my future (I was having zero knowledge a year ago, but now I can say I am not beginner anymore). I am glad that I met him. Thank you Murali - 11/29/215 out of 5Rating 5.0Excellent knowledge on financial planning. Always available. Provides great suggestions.
- 11/17/215 out of 5Rating 5.0Murali is very knowledgeable in Financial Planning .. I m a happy client with all good ecommendations he made.
- 11/16/215 out of 5Rating 5.0I have been working with Murali for over a year and he has been excellent. He has good knowledge and his service is great .
- 11/14/215 out of 5Rating 5.0Murali is such a great advisor that he always listen and give us advice on what we are looking for or where we need guidance , rather than trying to push something which we really not needed. I always lean towards Murali's guidence before taking any financial decisions.
- 11/13/215 out of 5Rating 5.0Exceptional service
- 11/13/215 out of 5Rating 5.0Have always been more than satisfied with Murali's assistance on my financial matters.
- 11/13/215 out of 5Rating 5.0Knowledgeable. Understand the needs and provide the products accordingly.
- 11/13/215 out of 5Rating 5.0Murali is a single point of contact for our family for not only financial related stuff but for every thing. He is a great mentor and must ally for new comers to CanadaResponse from Murali Narayanan11/13/21Thank you Pradeesh. Glad that, I was able to assist
|
About Murali's Office
| Day of the Week | Hours |
|---|---|
| Monday | Open 24 Hours |
| Tuesday | Open 24 Hours |
| Wednesday | Open 24 Hours |
| Thursday | Open 24 Hours |
| Friday | Open 24 Hours |
| Saturday | Open 24 Hours |
| Sunday | Open 24 Hours |