Zoho Financial

Zoho Financial supports business owners, families and individuals with personalized financial advice designed to strengthen long-term financial health. Based in Ottawa, Zoho Financial specializes in investment planning, retirement strategies, tax-efficient financial structures, life & health insurance solutions, estate planning, education savings and travel insurance.

From the moment you begin your financial planning journey, Zoho Financial provides tailored guidance designed to make every step simple, transparent and stress-free.

Whether you’re planning for retirement, protecting your family with insurance, building wealth through investments or setting up benefits for your business, the team offers a comprehensive, client-first approach. This includes reviewing your financial situation, comparing options from 25+ top insurance and investment providers, preparing documents, and supporting you all the way through to implementation.