Disha Soni - Independent Financial Security Advisor

Disha Soni - Independent Financial Security Advisor

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I specialize in helping investors plan their financial future with confidence, offering expert services in wealth management, insurance & retirement planning. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, htt

10/20/2025

The true wealth we seek is ๐—ฝ๐—ฒ๐—ฎ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐—บ๐—ถ๐—ป๐—ฑ. This Diwali, while we enjoy the immediate joy, let's remember that our greatest celebration is the feeling of security and stability we've built for the future.

That's why we commit to not just saving, but actively ๐—ฑ๐—ฒ๐˜€๐—ถ๐—ด๐—ป๐—ถ๐—ป๐—ด a prosperous future.

Wishing you and your family a ๐—›๐—ฎ๐—ฝ๐—ฝ๐˜† ๐——๐—ถ๐˜„๐—ฎ๐—น๐—ถ! ๐Ÿช”

09/25/2025

One of my client - a high-income-earning Director of Marketing.

From the outside, she had โ€œmade it.โ€

Great salary, senior title, full benefits.

But inside โ€” she is restless.

She feels like she is spending more energy building someone elseโ€™s company than truly helping clients.

She has a vision for her own startup, focused on the niche she is most passionate about.

The challenge?

- Walking away from that fixed salary felt terrifying.
- The financial side of entrepreneurship felt overwhelming.
- She didnโ€™t know where to even start preparing for the leap.
If this sounds familiarโ€”youโ€™re not alone.

And thatโ€™s exactly what Iโ€™ll be talking about in tomorrowโ€™s webinar, hosted by YES Employment + Entrepreneurship :

โ€œPower Shift: From Employee to Entrepreneur - How to Financially Prepare for Self-Employmentโ€

Date: Tomorrow, 26th Sept
Time: Noon

Iโ€™ll share practical steps and strategies to help you prepare financially so the transition doesnโ€™t feel like a free fall.

Link to register is in the comments below.

04/04/2025

If you have been watching the Stock Market like a hawk today, its time to log off now and enjoy the weekend.

There is nothing you can do about it over the weekend!

P.S. - It is not my favorite show, I have hardly checked it since morning because I believe in my overall plan.

01/20/2025

๐Ÿญ๐Ÿฌ ๐˜‚๐—ป๐—ถ๐—พ๐˜‚๐—ฒ ๐—ถ๐—ป๐—ฑ๐—ถ๐˜ƒ๐—ถ๐—ฑ๐˜‚๐—ฎ๐—น๐˜€, ๐Ÿญ๐Ÿฌ ๐˜ƒ๐—ถ๐—ฏ๐—ฟ๐—ฎ๐—ป๐˜ ๐—ณ๐—ฟ๐—ฒ๐—พ๐˜‚๐—ฒ๐—ป๐—ฐ๐—ถ๐—ฒ๐˜€, ๐Ÿญ ๐˜€๐—ถ๐—ด๐—ป๐—ถ๐—ณ๐—ถ๐—ฐ๐—ฎ๐—ป๐˜ ๐—ท๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ๐˜†

At the Leadership & Wellness Retreat last weekend, we had ten distinct personalities of different age groups, who brought with them their unique energies and perspectives.

This wasn't just a retreat - it was an experience that burst our comfort zones and threw us into the unknown. It was an experience of blending, adjusting, surrendering, accepting, learning, understanding, patience, and reshaping beliefs, habits, and misconceptions.

๐˜—๐˜ข๐˜ณ๐˜ต๐˜ช๐˜ค๐˜ช๐˜ฑ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ข ๐˜ณ๐˜ฆ๐˜ต๐˜ณ๐˜ฆ๐˜ข๐˜ต ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ด๐˜ต๐˜ณ๐˜ข๐˜ฏ๐˜จ๐˜ฆ๐˜ณ๐˜ด ๐˜ต๐˜ข๐˜ฌ๐˜ฆ๐˜ด ๐˜ค๐˜ฐ๐˜ถ๐˜ณ๐˜ข๐˜จ๐˜ฆ. ๐˜๐˜ตโ€™๐˜ด ๐˜ข ๐˜ค๐˜ฉ๐˜ข๐˜ญ๐˜ญ๐˜ฆ๐˜ฏ๐˜จ๐˜ฆ ๐˜ต๐˜ฐ ๐˜ด๐˜ต๐˜ฆ๐˜ฑ ๐˜ช๐˜ฏ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ถ๐˜ฏ๐˜ฌ๐˜ฏ๐˜ฐ๐˜ธ๐˜ฏ, ๐˜ต๐˜ฐ ๐˜ด๐˜ฉ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ฑ๐˜ข๐˜ค๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฑ๐˜ฆ๐˜ฐ๐˜ฑ๐˜ญ๐˜ฆ ๐˜บ๐˜ฐ๐˜ถโ€™๐˜ท๐˜ฆ ๐˜ฏ๐˜ฆ๐˜ท๐˜ฆ๐˜ณ ๐˜ฎ๐˜ฆ๐˜ต, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ฆ๐˜ฎ๐˜ฃ๐˜ณ๐˜ข๐˜ค๐˜ฆ ๐˜ฅ๐˜ช๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ๐˜ด. ๐˜‰๐˜ถ๐˜ต ๐˜ช๐˜ตโ€™๐˜ด ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ท๐˜ถ๐˜ญ๐˜ฏ๐˜ฆ๐˜ณ๐˜ข๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ต๐˜ณ๐˜ข๐˜ฏ๐˜ด๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ฉ๐˜ข๐˜ฑ๐˜ฑ๐˜ฆ๐˜ฏ๐˜ด.

We discovered how differently we operate when we're alone versus when we're with others - and this awareness is a powerful takeaway.

๐—ช๐—ผ๐—ฟ๐—ธ๐˜€๐—ต๐—ผ๐—ฝ๐˜€ ๐—ง๐—ต๐—ฎ๐˜ ๐—˜๐—ป๐—น๐—ถ๐—ด๐—ต๐˜๐—ฒ๐—ป๐—ฒ๐—ฑ ๐—จ๐˜€

๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ ๐—•๐—น๐˜‚๐—ฒ๐—ฝ๐—ฟ๐—ถ๐—ป๐˜ ๐—ช๐—ผ๐—ฟ๐—ธ๐˜€๐—ต๐—ผ๐—ฝ ๐—ฏ๐˜† Sabah Hussain, was a psycho-emotional assessment with creative art to uncover our underlying beliefs, choices, and traits.
๐—š๐—ถ๐˜€๐—ฒ๐—น๐—ฎ ๐—ญ๐—ฒ๐—ฟ๐—บ๐—ฒ๐—ป๐—ผ ๐— ๐—ฎ๐˜†๐—ฎ๐—ป ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—ฃ๐—ฎ๐˜๐—ต ๐—ฆ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป enlightened us about our inner journeys and how our paths align with our core essence.
๐— ๐—ถ๐—ฟ๐—ฒ๐—ถ๐—ฎ ๐—ฉ๐—ถ๐—น๐—น๐—ฎ๐—ฐ๐—ฎ๐—บ๐—ฝ๐—ฎ ๐—ฃ๐˜‚๐—ถ๐—ด (๐— ๐—ถ๐—บ๐—ถโ€™๐˜€) ๐—›๐—ผ๐—ฟ๐—บ๐—ผ๐—ป๐—ฎ๐—น ๐——๐—ฒ๐˜๐—ผ๐˜… ๐—ฆ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป taught us about healthy, conscious eating habits tailored for women.
๐—ฆ๐—ฎ๐—บ๐—ถ๐—ฟ๐—ฎโ€™๐˜€ ๐—ฌ๐—ผ๐—ด๐—ฎ ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ฎ๐—ป๐—ฎ๐˜†๐—ฎ๐—บ๐—ฎ ๐—ฆ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐˜€ calmed our bodies and minds with her soothing practices.
๐—–๐—ผ๐—ป๐˜€๐—ฐ๐—ถ๐—ผ๐˜‚๐˜€ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—–๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ช๐—ผ๐—ฟ๐—ธ๐˜€๐—ต๐—ผ๐—ฝ by myself, opened our minds to new perspectives on money and wealth

Leadership isnโ€™t confined to titles like Manager, VP, or CEO.
Real leaders inspire through authenticity, understanding, and self-awareness, regardless of rank or position. You have to learn to lead yourself first, before leading the world.

Letโ€™s continue breaking barriers together. Success never comes by solo efforts - Rome wasn't built in a day, nor by one person - it takes collective effort to create something truly great. ๐Ÿ’ซ

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