Customer Ratings and Reviews
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Rubaba on Google
(April 7, 2022, 5:44 pm)I had very good experience with Harpreet,from very first day he was so nice and polite
The way he explained us the insurance policy for super visa was very clear.
He helped us to get the best policy and even the process was hassle free.
I wanted some update after getting the insurance and he tried his best to help me with that.
I am so grateful to Harpreet for helping us through the insurance process -
Vikas Bajaj on Google
(September 18, 2021, 3:52 pm)Excellent financial advisor. Truly knows the financial markets (unlike the big banks) and listens to your needs. Harpreet will guide you and make the best plan according to your financial needs. Highly recommend Harpreet/Zoho Financials.
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Sarah Bexter on Google
(April 9, 2021, 8:31 am)Prompt response, very knowledgeable, professional and unbiased advice. Totally trustworthy and Highly recommended.
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Ashley Telford on Google
(March 29, 2021, 10:22 pm)I literally read an article on "Top 10 Things you should ask before you choose a financial advisor" and then I had a meeting with 8 of the advisors that I had shortlisted.
Harpreet from Zoho Financial seems to have read that article before me, because he was spot on with every question, he took time to explain how he makes money, he explained the difference between various options, he took time to ask me about my goals and he was very transparent with his responses.
I have started working with him after thorough research and I can see why he is a top advisor. -
Ronald White on Google
(March 17, 2021, 5:54 am)This is my most amazing experience with a financial advisor. Harpreet took the time (and a lot of patience) to explain the plans, solutions, alternatives and let me design my own. In my 15 years of being with a big bank, I never had such an experience.
The best part was, no pressure to buy anything, but instead I got educated and I was able to choose what I wanted.
If you are investing your money in a big bank, try Zoho Financial, you'll be blown away.
Photos of Zoho Financial
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Questions & Answers
What is the phone number for Zoho Financial?
The phone number for Zoho Financial is (888) 964-6123.
Where is Zoho Financial located?
Zoho Financial is located at 880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada
What is the internet address for Zoho Financial?
The website (URL) for Zoho Financial is: http://www.zoho.ca/
What days are Zoho Financial open?
Zoho Financial is open:
Monday:9:30 AM – 5:30 PM
Tuesday:9:30 AM – 5:30 PM
Wednesday:9:30 AM – 5:30 PM
Thursday:9:30 AM – 5:30 PM
Friday:9:30 AM – 5:30 PM
Saturday:Closed
Sunday:Closed
Retirement by Design