Prior to becoming a consultant to Lindsay Financial, Sanju was tax manager of a major international accounting firm, specializing in the areas of tax and financial planning for high-net-worth individuals.

In 1999, Sanju obtained his Certified Financial Planner designation from the Canadian Association of Financial Planners (now Advocis). He is also a member of the Technology Industries Association and the Alliance of Manufacturers Association.

Sanju left public practice in order to start his own consultancy. As a consultant who works exclusively with both financial planners and public-practice accountants, Sanju bridges the gap between effective financial planning and effective tax planning.

At Lindsay Financial, Sanju is an integral part of the Wealth Optimization Program™. He works closely with Bruce to assess potential areas of concern in a client's financial plan, and address tax planning pitfalls before they occur. When necessary, Sanju and Bruce meet directly with the client to discuss objectives and implement innovative solutions to complex financial and taxation challenges.

In addition to assisting other professionals, Sanju brings a unique perspective and personal experience to the job. As the accountant/controller of a family-owned property management corporation, Sanju has seen first-hand the importance of proper planning in a family business.