About Sheetal Pallana's team

Sheetal Pallana prepares tailored, comprehensive, tax-smart wealth plans for entrepreneurs from start-ups to established business owners. He delivers tax mitigation plans, creditor-proofing strategies, Individual Pension Plans (IPPs), succession plans, and multigenerational wealth management.

As a young man, Sheetal studied business and he witnessed the highs and lows company owners can face if they do not have financial leadership. This inspired him to devote his life to helping entrepreneurs manage their wealth wisely. Sheetal has a passionate commitment to protecting his clients’ wellbeing through long-term trusting relationships and a refreshing sense of humor that keeps financial discussions light and enjoyable. In his personal time, Sheetal enjoys sports and spending time with family and friends. 

With over five years in the financial industry, Jimmy To is a licensed Wealth Advisor Assistant. He attended University of Lethbridge, earning a degree in Management. Jimmy specializes in the administration and operation of the business.