Yogesh Sheta

About

Yogesh Sheta – Director/Owner at Immunis Financial Brokers Inc.

About Immunis Financial Brokers Inc.:
Based in Calgary, Alberta, Immunis Financial Brokers Inc. is an independent life insurance and investment brokerage. Founded in 2017 as Immunis Insurance, the company evolved into Immunis Financial Brokers Inc. later that year, with a mission to provide clients with the best insurance and investment solutions.

Our Approach:
At Immunis, our clients’ interests come first. We help individuals, families, and businesses navigate the complex world of insurance and investments with personalized guidance. Our goal is simple: provide peace of mind and secure financial futures.

Our Services Include:

• Life Insurance – Liability coverage, retirement planning, legacy creation, wealth building, child education, estate planning, and business liquidity.

• Disability & Critical Illness Insurance

• Health & Dental Plans

• Group Benefits

• Travel Insurance & Supervisa/Visitors to Canada Insurance

• Corporate-Owned Life Insurance Policies

• Investment Products – Segregated Funds and more

Why Life Insurance Matters:
Life insurance is more than coverage—it’s a tool for financial security and peace of mind. Many believe it’s expensive, but it can cost less than a cup of coffee per day. Some policies offer return of premium, guaranteed cash value, or steady investment growth, making it an accessible way to plan for the future.

About Yogesh:

• Active member of Advocis and enrolled in the PFA designation course

• Doctor of Homeopathic Medicine (India)

• Licensed Practical Nurse

• Local entrepreneur and financial services professional in Calgary

• Husband and father of two daughters

• Enjoys volleyball and kite flying in his spare time

Our Promise:
At Immunis Financial Brokers Inc., we simplify insurance and investment planning so you can focus on what matters most—your family, your business, and your future.