BANASHA SHAH, FCIA, FSA
Financial Advisor, Consulting Actuary
Banasha is an actuary with 35 years of experience in the financial services industry. As an independent consultant for over 25 years, she has advised financial institutions and developed products and services to best meet the needs of Canadian individuals and families. She has also designed many training programs to help professionals from different fields understand complex financial products. Today, Banasha brings her knowledge and expertise to her financial advisory service. She founded Longevity Financial Group to address an emerging need – to help individuals navigate the financial risks they face throughout life, and create plans to bring independence and peace of mind. Clients look to Banasha as a trusted advisor and a financial coach. Banasha earned her B.Sc degree from Trinity College, University of Toronto. She is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries.
Our associates
TINA JAKMA, CFP
Investment Advisor
After working for a major fund company for over 12 years as a Private Wealth Consultant, Tina became
an Independent Financial Planner to provide my clients with broader financial planning advice tailored to their needs and that allows them to take control of their financial situation. Tina has been helping individuals and families achieve their financial planning goals by providing advice on Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning for over 15 years. Prior to that, she worked for a major fund company for 12 years as a Private Wealth Consultant. Tina earned her BA degree in Mathematics for Commerce from York University. Tina holds the Certified Financial Planner (CFP) designation. The CFP registered certification identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice.
ARTEE RANA, MBA
Consultant, Licensed Broker
Artee Rana is an experienced insurance professional with nearly two decades of experience developing insurance products across life, health, and travel sectors. Her extensive background covers all aspects of insurance operations, from designing financial products and writing policy wording to overseeing operational management.
Artee has worked with both insurance and reinsurance companies, offering her a unique insight into the complexities of product design and the broader industry landscape. This diverse experience allows her to distill complex insurance concepts into clear, understandable solutions, helping clients make informed decisions whether they are purchasing travel insurance or permanent insurance life policies.
Artee is a strong advocate of financial inclusion and readiness. Her blogs help to demystify complex financial concepts, making them accessible to everyone and promoting financial literacy. Follow her insights and join the conversation here.
Artee holds an MBA from the Rotman School of Management at the University of Toronto and a Master’s in Economics from the University of Pune in India. Additionally, she is a Fellow in Life Insurance Studies (FLMI) from LOMA and has completed the Life License Qualification Program (LLQP), further solidifying her expertise in the insurance field.