CPA • CFO • Licensed Financial Advisor
Hey there!
I’m Shalini
Pronounced Shall-In-Knee, but I respond to all variations!

Your go‑to guide for mastering cash flow, tax planning, and wealth building in Ontario’s service industry. With decades of experience at Ernst & Young, BDO, and the Ontario Ministry of Education, I’ve helped hundreds of entrepreneurs, freelancers, and small‑business owners transform financial chaos into confident, growth‑driven action.

SHALINI DHARNA
CPA, CA, C.S.C, L.L.Q.P
Mutual fund license by Progressive Financial Strategy capital group corp.
Life insurance license by Progressive Financial Strategy insurance agency Ltd.
My Journey to Financial Coaching
From starting from scratch to where I am today, my entrepreneurial journey has been a rollercoaster of experiences, lessons, and growth. I joined my parents in the business, but I didn’t take on any of their clients. They didn’t have social media or even a good website. I had never been an entrepreneur before and knew nothing about running a business or getting clients. Plus, I really didn’t even know what I wanted to do with my business as a CPA! I had to start from ground zero and learn everything from the bottom up. Learning everything about building a business, while also building a family. From clients who took advantage/didn’t pay, to fine-tuning my own skills, knowledge and offerings. And everything else that comes with entrepreneurship.
Over the years I have worked with hundreds of entrepreneurs, freelancers, small business owners, humans in search of prosperity & abundance – just like YOU- and they often have the same questions, concerns and stresses. And now I teach people about mastering their businesses, achieving financial independence & prosperity.


Why Work with Me?
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Dual‑Licensed Expertise: CPA/CFO and Certified Financial Advisor under one roof
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Canadian Focus: Strategies built specifically for Ontario regulations, HST/GST cycles, and local market trends
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Hands‑On Support: Practical toolkits, worksheets, and ongoing coaching—no jargon, just results
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Proven Track Record: Featured in Nasdaq, Yahoo Finance, GOBankingRates, MSN and more
Random details about yours truly!

I am married to my college sweetheart & a mom to 3 children and 2 fur babies.

I can say the alphabet backwards.

I wanted to be a dolphin trainer growing up.

I cannot do mental math!
