Zul Devji
Founder
Contact: 613-592-2422 ext. 228
Email: zul@panoramwealth.ca
Zul specializes in providing tax efficient retirement income and estate planning.
Zul has worked in business, economics, and finance for 50 years, in three continents. His lived experience and skillset bring a valuable and relevant perspective to the advice and guidance he offers to his clients.
“Each of us has a unique, personal perspective on money”
While personal finance has many variables and elements, Zul believes that it is vitally important to ensure the approach is tailored, adaptive and inclusive. Zul spends time working with his clients to understand their financial goals, lifestyles and commitments; and implement strategies using the latest tax, financial and estate management best practices.
This is the key to reaching financial well-being and peace of mind.
Zul’s credentials:
Certified Professional Consultant on Aging
Honours Baccalaureate Degree in Economics
Outside of the office, Zul & his wife Nilufa are active volunteers of their community and are involved with the Rotary Club for 40 years. They both love to travel, learn about different foods and cultures, and spend time with their families and grandchildren.
“Many Canadians are finding that the best way to achieve their financial goals is through disciplined planning and focused action based on professional, realistic and objective expertise. My goal is to help my clients achieve their goals by providing that expertise.”
— Zul Devji