『#41 Are You Making These Costly Mistakes as An Immigrant Business Owner | Truth Tribe』のカバーアート

#41 Are You Making These Costly Mistakes as An Immigrant Business Owner | Truth Tribe

#41 Are You Making These Costly Mistakes as An Immigrant Business Owner | Truth Tribe

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 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 🔔Explore Punjabi and South Asian culture, personal growth & community tales with Truth Tribe in Canada. Join for inspiring stories & insights: https://tinyurl.com/ndx8f9ub ⭐ ⭐ ⭐ Audio Podcast is currently on your favorite platforms: 👉Spotify: https://podcasters.spotify.com/pod/show/truthtribe ✅ Stay Connected With Us. 👉Instagram: https://www.instagram.com/truthtribeshow/ 👉Tiktok: https://www.tiktok.com/@thetruthtribe1 👉Twitter: https://twitter.com/Truthtribeshow 👉Linkedin: https://www.linkedin.com/in/ravi-toor-8a22a4171/ Yogesh Sheta: Linkedin: https://www.linkedin.com/in/yogeshsheta/?originalSubdomain=ca Website: https://ifbi.ca/ ✅ About Truth Tribe. Hey there! Welcome to Truth Tribe on YouTube. We share powerful stories and insights from the Punjabi and South Asian communities, especially in Canada and India. Dive into our podcasts, interviews, and content about culture, personal growth, community tales, and more. Join us and be part of our journey. 🔔Get inspired and connected with Truth Tribe. Subscribe now to explore Punjabi and South Asian culture, personal growth, and inspiring tales: https://tinyurl.com/ndx8f9ub ================================= #truthtribe #immigrants #business #taxes #financialplanning #wealth Disclaimer: We do not accept any liability for any loss or damage incurred from you acting or not acting as a result of watching any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research. Copyright Notice: This video and our YouTube channel contain dialog, music, and images that are the property of Truth Tribe. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to our YouTube channel is provided. © Truth Tribe
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