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About Binisha Giri Wealth Consultancy

Binisha Giri Wealth Consultancy is a premier financial planning and investment advisory firm based in Nanaimo, BC, serving clients across Canada. With over 6 years of experience in the financial industry and multiple financial accreditation, Binisha Giri brings a unique, multicultural perspective to wealth management, specializing in creating simple, effective financial plans that help clients achieve their dreams.

Why Choose Us?

  • Unbiased, Conflict-Free Advice: Our advice-only model ensures recommendations are solely in your best interest.

  • Multicultural Perspective: Speaks 7 languages (English, Nepali, Dzongkha, Hindi, Spanish, Bangla, and Urdu) and has a  diverse background for enhanced communication and understanding.

  • Holistic Approach: Integrating traditional finance, crypto markets, and real estate for comprehensive wealth management.

  • Proven Track Record: Helping clients achieve significant financial milestones across various life stages.

  • Continuous Learning: Staying updated with market trends and changes in Canadian tax laws to provide cutting-edge advice.

  • Expertise Backed by Certifications: Binisha holds several prestigious certifications, including:

    • Investment Funds in Canada (IFIC) Certificate: Demonstrates expertise in investment fund management and distribution.

    • Canadian Securities Course (CSC®) Certificate: Provides a solid foundation in the principles of securities trading and investment strategies.

    • Conduct and Practices Handbook Course (CPH®) Certificate: Ensures adherence to ethical practices and regulatory standards in financial advising.

    • Insurance License: Authorized to provide insurance advice, enhancing our ability to offer comprehensive financial solutions.

Binisha Giri, When I was 19, I took my first step into the world of investing, and by 22,

Our Expertise

​At Binisha Giri Wealth Consultancy, we offer a comprehensive range of financial services:

  • Comprehensive Financial Planning: Tailored strategies to meet your short-term and long-term financial goals.

  • Investment Planning: Customized investment strategies across traditional and alternative assets.

  • Retirement Planning: Ensuring a secure and fulfilling retirement with sustainable income strategies.

  • Tax Optimization: Maximizing your wealth through tax-efficient investment and savings strategies.

  • Small Business Financial Planning: Supporting entrepreneurs with budgeting, cash flow management, and growth planning.

  • Education Savings Plans: Setting up and managing RESPs for your child's future education.

  • Budget and Debt Management: Creating practical budgets and strategies to manage and reduce debt.

  • Financial Education Workshops: Empowering clients with financial literacy through interactive sessions.

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At Binisha Giri Wealth Consultancy, we believe that financial health encompasses both your bank balance and your money mindset. Our advice-only model ensures transparent, conflict-free recommendations tailored to your unique goals. Whether you're a young professional, a growing family, a small business owner, or approaching retirement, we provide personalized strategies to optimize your financial future.

Our Approach

What's In It For You?

  • Personalized Strategies: Tailored financial plans that align with your unique goals and circumstances.

  • Financial Empowerment: Gain the knowledge and confidence to make informed financial decisions.

  • Time and Stress Savings: Let us handle the complexities of financial planning while you focus on what matters most to you.

  • Optimized Financial Health: Improve both your financial position and your relationship with money.

  • Long-Term Partnership: Benefit from ongoing support and adjustments as your life and financial needs evolve.

  • Holistic Financial Wellness: Address all aspects of your financial life, from daily budgeting to long-term wealth creation.

Our Promise

Binisha is dedicated to transforming your financial life through expert guidance, education, and personalized planning. With Binisha Giri Wealth Consultancy, you're not just getting a financial advisor – you're gaining a partner committed to your long-term financial success.

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