Yogesh Sheta is a Doctor turned Financial Advisor and a Founder of Immunis Financial Brokers. He helps South Asian business owners, Dentists, and medical professionals across Canada save taxes, protect assets, build wealth through integrated strategies, and connect legal, financial and accounting advice.
Passionate about using AI and storytelling, Yogesh is on a mission to fix a broken advisory system and turn complexity into clarity.
Between two dots – “Really, the value is in that line: the journey”
“ If you desire to do something better in your life, you should just do it ” – Yogesh Sheta
Episode Highlights:
0:00 – Gilbert intros Yogesh.
01:48 – Indian roots shape Yogesh’s entrepreneurship.
07:16 – Yogesh’s journey in medicine.
19:22 – Take (calculated) risks!
20:51 – Yogesh’s advice: just start!
27:42 – Set clear boundaries.
29:59 – How to become the face of your brand.
39:22 – A message from our sponsors.
42:19 – Yogesh’s fears, advice, and community.
47:25 – How you can reach out to Yogesh.
Immunis Financial Brokers, Inc.: ifbi.ca
FB: www.facebook.com/yogesh.sheta.1
X: @yogesheta
IG:@yog_sheta
YT: www.youtube.com/channel/UCV-qrSz64Dl4wnXV3w4JSnQ
Threads: www.threads.com/@yog_sheta
Sponsors of this episode:
Bloom Benefits Group: www.bloombenefits.ca
Zelos Investment Counsel: www.zelosglobal.com
Airways Krown: www.krown.com
Motiv: https://motiv.digital
Disclaimer: The views and opinions expressed by the hosts and the guests do not necessarily reflect any agency, organization, or affiliated companies.
