Mitali Sharan
PARTNER
FOR business owners, professionals & Dual INCOME FAMILIES
Protecting what you've built, so one bad day doesn't undo it.
Independent insurance and risk management strategies for tradesperson, practice owners and two-income households. I safeguard your income, protect your business, and coordinate tax-efficient, legacy-focused planning with your accountant and lawyer, around the people, the assets and the responsibilities you actually carry.
14 yrs
In Nova Scotia
5.0★
Google Rating
150+
Advisors at Solomon
$1B+
Assets Under Management
Comprehensive services
A complete suite of solutions, tailored to you
Insurance & Protection
Life Insurance
Critical Illness Insurance
Disability Insurance
Health & Dental Coverage
Travel Insurance
Segregated Funds & GIAs
Investment Strategies
RRSP · TFSA · FHSA
RESP · RDSP
Non-Registered Investments
Pension Transfers
Annuities
Business Solutions
Corporate-Owned Life Insurance
Key-Person Disability & Life Coverage
Buy-Sell Agreement FundingBullet
Group Benefits & Employee Plans
Salary Continuance & Critical Illness
Business Overhead Expense Insurance
Individual Pension Plan (IPP)
Estate & Referral Partners
Estate Planning & Preservation
Legacy & Tax Strategy
Mortgage Referrals
Debt Consolidation
Most people don't have a financial strategy. They have a collection of accounts, policies, and opinions that don't connect.
Your bookkeeper codes the receipts. Your accountant files the return. Your lawyer drew up the incorporation six years ago. Someone at the bank sold you a policy with the equipment loan. Each one did their job inside their own lane. Nobody has looked at the whole structure, which is exactly where the expensive gaps live.
01
No coordination between the corporation and the personal side. The company pays for things the household plan knows nothing about, and the other way round.
02
No plan for who takes over the business if you stop, and in many cases, no will at all.
03
Estate planning and generational transfer. Moving wealth to the next generation without handing a large share of it to the CRA on the way.
04
Tax planning that stops at the filing deadline instead of shaping how you draw income all year.
05
Coverage that quietly assumes you'll always be able to swing a hammer, when your hands and your tickets are the asset.
What Gets Coordinated
Corporate & Personal
Opco, holdco and shareholder accounts reviewed alongside the household, as one connected system rather than two.
Tax Efficiency
How income is drawn, where it's held, and which accounts it lands in, planned before year-end rather than after.
Income Protection
Own-occupation disability and critical illness sized to what you actually earn, not what a bank's mortgage policy assumed you earn.
Succession & Transfer
How the business changes hands, whether to a partner, a kid, or a buyer, planned while there's still time to structure it properly.
Key Person & Buy-Sell
What happens to the crew, the contracts and a partner's shares if one of you is suddenly not there. Funded, not just discussed.
Estate & Legacy
Wills, beneficiaries and generational transfer coordinated with your lawyer, so the plan on paper matches the structure you actually have.
The Process
Two conversations before
anything is recommended.
Step 01
Discovery Call
A quick chat about your work, goals, and what's keeping you up at night.
Step 02
Your Financial Picture
We map your current income, spending, and gaps personal and corporate.
Step 03
An Analysis Built for You
Tailored recommendations on savings, investments, insurance, and tax strategy.
Step 04
We Make It Happen
We handle the applications and paperwork, coordinating with every provider.
Step 05
Ongoing Partnership
Annual reviews keep your plan aligned as life and business evolve.
Step 06
You Refer, We Grow Together
When it's working, we'd love an introduction to the people you care about.
In Their Words
5.0 across every Google review.
Reviews published on Mitali's Google Business Profile.
"We dealt with advisors from the banks for years, but always felt middle-class earners weren't taken seriously… In came Mitali, who was happy to help us grow our money no matter our income or starting point. As our family situation and goals have evolved, Mitali has been a friendly face and a knowledgeable resource guiding us every step of the way."
K.C
Google review
"She's attentive to what resonates with me and what doesn't, and she adjusts how she explains things to make sure I truly understand. She is genuinely invested in my success, which has been my biggest motivator."
Lauryn Landry
Google review
"A financial advisor who works towards understanding the client's requirements and suggests a product that works for the client. Not an advisor who recommends a product that gives more benefits to themselves."
Deepak Ankarath
Google review
For Accountants & Lawyers
Your clients need insurance aligned to your strategy.
You can see it in the file: retained earnings with no plan behind them, a holdco nobody has revisited, a policy owned by the wrong entity. Fixing it sits outside your engagement.
That part is mine, and I do it alongside you rather than in place of you. Their tax filing stays with you, their legal work stays with their lawyer, and you hear from me before anything is implemented.
The best partnerships start
with a conversation.
Find out where your structure is leaking.
Thirty minutes about the business, the household, and the gaps
between them. No paperwork - you leave knowing whether
there's anything worth fixing.
Mitali Sharan
PARTNER
Mitali Sharan, Partner at Solomon Financial Corporation. Independent insurance and financial strategy for business owners and high-earning professionals across Canada, based in Halifax, Nova Scotia.
Mitali Sharan, Partner at Solomon Financial Corporation. Independent insurance and financial strategy for business owners and high-earning professionals across Canada, based in Halifax, Nova Scotia.
Insurance products and services are provided through Solomon Financial Corp. Mitali Sharan is a licensed insurance advisor contracted with Solomon Financial Corp. Mitali Sharan is licensed to offer life insurance, living benefits, and life-insurer investment products (annuities and segregated funds) in Nova Scotia. Living benefits may include disability income protection, critical illness, and long term care insurance coverages. Life insurance includes term and permanent types of coverage.
Past results are not indicative of future performance.
© 2026 Mitali Sharan. All rights reserved.