Veena Daddar CFP, CLU, CH.F.C, CHS

Principal and Financial Advisor
416-366-2971 ext. 7490

Owner and Principal at Pyramid Wealth Management Inc., Veena has over 30 years of experience helping individuals and business-owners plan and achieve their financial dreams. Together with her team of experienced financial professionals, Veena provides expertise in insurance planning, estate planning, business planning and employee benefits plans.

Additionally, Veena is a member of the Estate Planning Council of Toronto, a life and qualifying member of the Million Dollar Round Table (an organization recognizing the top one percent of financial professionals), and is involved in community and charitable organizations.

Nimesh Doshi CFP

Freedom 55 Financial
Financial Security Advisor
(416) 366-2971 ext.7496

An investment specialist with more than 10 years of experience, Nimesh is passionate about designing retirement plans and tailoring investment portfolios that meet the needs of Pyramid’s clients. Nimesh takes a step-by-step approach to find the best solutions for clients so they can live their dreams.

John Colautti

Freedom 55 Financial
Financial Security Advisor
Group Benefits Specialist
(416) 366-2971 ext.7065

A veteran in the group benefits world, John helps business owners find solutions to grow their business by designing employee benefits plans. John understands that not every business is the same and is able to tailor plans for all his clients. 

John Lysack

Freedom 55 Financial
Financial Security Advisor
(416) 366-2971 ext.7612

A financial security planning specialist helping business owners and their families with strategic insurance planning, tax-efficient succession strategies and estate protection. He recently held the position of Professional Development Chair with Advocis Toronto.