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Let’s Plan Your

Financial Future

Comprehensive tax, investment, insurance & debt‑management solutions under one roof

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    Services

    Your all-in-one solution - personalized for every stage of your financial journey.

    Chhokra Finance is a trusted financial advisory firm in Ottawa, specializing in tax, investment, insurance, and debt solutions for Canadians. Our CRA and FSRA-licensed team offers personalized strategies to help you secure your financial future with confidence.
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    Tax Preparation

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    Investments

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    Risk Mitigation

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    Why choose us

    Your Future Is Our Focus

    • We offer end-to-end financial services—from tax preparation and investment planning to insurance coverage—all in one place. No need to juggle multiple advisors or firms. We simplify your financial life with a single, trusted partner. Our integrated approach ensures every aspect of your finances works together efficiently.

       

    • With over 1,000 satisfied clients across Ontario and beyond, we bring real-world results to every engagement. Our team is licensed by both CRA and FSRA, giving you the confidence of working with certified professionals. From simple returns to complex portfolios, we deliver advice backed by experience and regulation.

    • Every person’s financial situation is unique—and your plan should be too.
      We don’t do one-size-fits-all templates. Instead, we create customized roadmaps built around your income, goals, and lifestyle. Whether you're saving for retirement, reducing taxes, or protecting your family, we craft a strategy that fits.

    How It Works

    3-Step Process – Financial Planning Made Simple.

    Connect

    Book your free 30-minute financial consultation with Chhokra Finance today – trusted advice  financial growth.

    Get In Touch

    Assess

    We thoroughly review your taxes, investments, insurance policies, and outstanding debts to build a complete picture of your financial health

    Get In Touch

    Plan & Execute

    From budgeting to investing, we develop and implement a plan that aligns with your unique financial objectives

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    Meet The Team

    Expertise Is Critical to Client Success

    Our team is made of financial consultants with decades of experience.

    Know More
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    Samanta Willaian

    CEO Founder
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    Mariah Carry

    CEO Founder
    As a managing director at the firm, Mike oversees the strategic plans for Fort Pitt Capital’s future.
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    Gina Kennedy

    CEO Founder
    Bernie Clinton is a dedicated water professional who combines analytic We are e Consulting

    Ready to take control? Download your Free 5 Step Tax Savings Guide now

    Discover smart, simple ways to reduce your tax bill and maximize your refund—without stress. Our FREE 5-Step Tax Savings Guide is designed for Canadians who want clear, actionable tips to keep more of their hard-earned money. Whether you're self-employed or a salaried professional, this guide is your starting point to smarter tax planning.

    "Keep more of what you earn. That’s the smart way forward"

    Ritik

    CEO Of Chhokra Finance

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    About Me

    • Certified Expertise – Licensed by both CRA and FSRA, ensuring trustworthy and compliant financial guidance.
    • Proven Experience – Over 4 years of part-time tax preparation experience, helping 200+ satisfied clients.
    • Client-First Mission – Dedicated to becoming your one-stop financial partner for taxes, investments, and insurance.
    • Local & Personalized – Based in Canada, offering tailored financial solutions to meet your unique needs and goals.
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    What People Say

    Testimonials

    Real stories from real clients — see why Chhokra Finance is Canada’s go-to partner for business loans, tax services, and credit support.

    After facing some financial setbacks, I struggled to rebuild my credit. Chhokra Finance offered me a custom plan and supported me every step of the way. Within months, my credit score improved significantly. Truly grateful!
    Jon Bakken
    “Getting new construction equipment was critical for my project timeline. Chhokra Finance provided a competitive financing solution with flexible terms. Their service was professional and personal — highly recommended!
    Andrea Velle
    I used to dread tax season until I found Chhokra Finance. Their team made sure I claimed every deduction I qualified for and helped me plan smarter for next year. Reliable, knowledgeable, and super efficient!
    Elle Aasen