Yogesh Sheta 

Welcome to Yogesh Sheta, your trusted source for corporate insurance, tax strategies, estate solutions, and succession planning in Canada. I help dentists, business owners, incorporated professionals, and high-net-worth families simplify complex financial decisions and protect their legacy.

Here you’ll learn about:

- Corporate-owned life insurance
- Succession & estate strategies (trusts, estate freezes, shareholder agreements)
- Corporate structuring & holding companies
- Risk management & practice-specific solutions for dentists and entrepreneurs

My mission is to make financial strategies clear, actionable, and client-first.

📅 Book a call: https://calendly.com/ysheta/ifbi
📸 Instagram: https://www.instagram.com/yog_sheta
💼 LinkedIn: https://www.linkedin.com/in/yogeshsheta/
🌐 Website: https://www.ifbi.ca

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