What the review covers
| Area | Topics |
|---|---|
| Insurance | Life insurance, critical illness, disability, Super Visa. |
| Registered savings | TFSA, RRSP, RESP, FHSA - eligibility, limits, and applicable government grants. |
| Debt | Mortgage, vehicle, credit card, and student loans - ordering and repayment. |
How it works
1. Book a 30-minute slot. Evening and weekend times are available. A Zoom link and a short prep email are sent.
2. The call covers your family, income, debts, and goals. No product is sold on the first call.
3. A written summary of priorities is emailed within 48 hours.
In-person meetings are available in Cambridge for those who prefer to meet face to face, and by Zoom for the rest of Ontario.
Cost and credentials
Wealthready serves newcomer families across Cambridge and the surrounding area. The review and written summary are free. If a product is applied for, the provider pays the agent's compensation, which is disclosed in writing beforehand. Neelesh Kumar is a Licensed Life & Health Insurance Agent regulated by FSRA.
Book a free 30-minute review
Insurance, savings, and debt in one call. Written summary within 48 hours. No card required.
Book my free review →Frequently asked questions
Is the review free?
Yes. There is no charge for the review or the written summary, and no card is required. If a product is applied for, the provider pays the agent's compensation, disclosed in writing beforehand.
Can we meet in person in Cambridge?
Yes. In-person meetings are available in Cambridge, including Galt, Preston, and Hespeler, and by Zoom for the rest of Ontario.
What languages are available?
English, Hindi, and Telugu.
Is a product sold on the first call?
No product is sold on the first call. If a product is relevant, it is explained on a separate call.
Related pages
This page is for general educational purposes only and does not constitute personalized financial, tax, legal or accounting advice. Figures, limits and coverage ranges are illustrative and change over time - verify current terms before acting. Insurance and registered-account eligibility is subject to underwriting and government rules. Compensation is disclosed in writing before any application is signed. Neelesh Kumar is a Licensed Life & Health Insurance Agent regulated by FSRA - verify at fsrao.ca. © 2026 Wealthready · FinanceWithNeelesh · Kitchener, Ontario.