About Pyramid Financial Planning Inc.

At Pyramid Financial Planning Inc., we believe true financial success comes from clarity, discipline, and trusted long-term guidance. Our purpose is simple: to help individuals, families, and businesses make confident financial decisions and move steadily toward financial freedom.

Founded and led by Mukund Sheth, Pyramid Financial Planning brings together deep experience across wealth management, mortgage planning, private lending, insurance, and real estate-based investment strategies. Mukund began his career in Canada as a Financial Advisor in 2007 and has since helped hundreds of families and corporations structure their finances with a long-term, practical, and results-driven approach.

Over the years, our practice has evolved to provide integrated financial advice — not just products. We work closely with clients to design and manage diversified strategies that may include mutual funds, private lending secured against real estate, mortgage planning, and direct real estate investments, always aligned with individual goals, risk tolerance, and life stages.

Before immigrating to Canada in 2004, Mukund was among the first Branch Managers to help launch and establish Allianz Bajaj Life Insurance in Gujarat, India, giving him early exposure to large-scale financial operations, leadership, and client-centric growth. This international experience continues to shape our global perspective and disciplined advisory philosophy.

At Pyramid Financial Planning Inc., relationships matter. We believe trust is earned through transparency, consistency, and always putting our clients’ interests first. Whether you are building wealth, protecting your family, planning for retirement, or seeking smarter ways to grow and preserve capital, we are here to guide you every step of the way.