Zul Devji, CFP, CDFA, CPCA, B.Sc.

Email:
Phone:613-592-2422 x228
Fax:613-592-1454
Licensed in:Ontario

"Many Canadians are finding that the best way to achieve their financial goals is through disciplined planning and action based on professional and objective expertise." Zul explains: "I want to help my clients achieve their goals by providing that expertise."

Zul has over 40 years of experience in business, economics, and finance on three continents. This experience brings a valuable resource to the business of providing valued advice to his clients. In his financial planning practice, Zul specializes in providing investment, retirement, estate, and financial planning.

With an education background in finance, an Honours Baccalaureate Degree in Economics as well as Certified Financial Planner, Canadian Divorce Financial Analyst and Certified Professional Consultant on Aging designations, Zul has the resources to ensure that his clients are well advised throughout all stages of their life.

While personal finance has many concrete aspects, Zul believes that it is vitally important to ensure the approach is uniquely personal. "After all," he says, "each of us has a unique personal perspective on money." He spends a great deal of time working with clients to determine their financial goals and implementing strategies using the latest financial, tax and estate management techniques.

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Paula Bailey has been Zul's assistant since 2003 and is an integral part of his practice. She is responsible for client communication and business processing and is diligent in maintaining an accurate and complete record of client transactions. Paula continually attends industry workshops and seminars to keep her skills up-to-date so she is prepared to knowledgeably respond to client queries. Keeping informed also allows her to work closely with Zul to prepare materials and gather data for client meetings.

Working as a team, Zul and Paula are well qualified and bring years of experience to helping you identify what is important to you and in evaluating and explaining all the options available to you.

Zul and his wife Nilufa are active members of the community through Rotary and several other service groups. They have resided in Richmond for over 30 years.

Zul puts a bottom line on his philosophy when he states that "Looking after other people’s money is an incredible responsibility. It is a responsibility I take very seriously."