Join host Ravi Toor on the Truth Tribe show as he interviews Yogesh Sheta, a visionary financial advisor and founder of Immunis Financial Brokers. Yogesh shares his incredible journey from being a homeopathy doctor in India to becoming a financial expert in Canada, serving hundreds of dentists across six provinces.

Discover valuable insights into tax planning, cash flow management, corporate structuring, risk management, and the importance of personalized service for immigrant business owners. Learn about Yogesh's unique approach to financial advising, tailored strategies, and his dedication to nurturing long-term client relationships. Whether you're a business owner or aspiring financial advisor, this episode is packed with practical advice and inspiring stories to help you achieve financial success and peace of mind.

00:00 Introduction

03:18 Yogesh's Early Career in Homeopathy

04:49 Transition to Nursing and Stock Trading

05:44 Discovering a Passion for Insurance

06:45 Focusing on Corporate Market

07:35 Helping Businesses with Financial Planning

17:52 The Importance of Corporate Structure

24:09 Risk Management Strategies for Businesses

30:01 The Consequences of Poor Risk Management

33:03 Financial Planning for Small Business Owners

34:29 Pro Bono Financial Advice

35:39 Tax Planning and Compliance

36:05 Understanding Business Taxes

36:50 The Importance of Collaborative Tax Planning

38:51 Challenges Faced by Immigrant Business Owners

41:50 Government Support for Businesses

44:11 Career Insights and Advice

52:49 Personal Journey and Upbringing

01:06:58 Final Thoughts and Advice for Immigrants

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