Shaun Khorsandi, CLU
Shaun Khorsandi has been in the financial services industry since 1987 helping people pursue their financial dreams. Shaun is a mutual fund representative with Investia Financial Services (a member of the MFDA) and offers Insurance products through SKS Financial via multiple carriers. Shaun spent seven years as a sales manager, teaching insurance and investments. He has also been a guest lecturer at Seneca College, sharing his expertise with students in the field. Shaun attained his CLU designation (Chartered Life Underwriter) which has given Shaun a foundation of knowledge to provide value in any market environment. The CLU is a globally recognized designation of professional excellence that is earned by a select group of investment and insurance professionals. Shaun has achieved this global standard of knowledge, integrity, and professionalism.
Shaun is passionate about listening to clients’ problems, answering questions, and explaining strategies before suggesting solutions. In his practice every client is unique. Recommendations are made according to the specific needs, goals and comfort level of the client.
Shaun’s diverse clientele includes high net worth individuals, small business owners and professionals. He is comfortable meeting clients in the board room, or at the kitchen table. The future plans which excite his office are the incorporation of systems and personnel to facilitate the delivery of superior client research and communication to ensure the maximum satisfaction as family and business needs evolve in the years ahead.
Shaun is happily married to Gilat and they are proud parents of four children. Away from business he enjoys boating, music and travelling with his family. He has lived in the Thornhhill area for the past 20 years and stays active in his children’s school and in the community.
People often think that they do not have enough money to invest. Shaun frequently helps them find that money through money management strategies. Shaun finds the best solutions for peoples’ needs. He helps them to find the ways and means to reach their financial/retirement goals and dreams. His goal is to help people achieve financial freedom and to leave a legacy for their families and the ones they care about. He gives others peace of mind in knowing that at the end of the day their families and loved ones will be cared for.