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Sanjay Bhasin, B.Eng., CIM® (Chartered Investment Manager)

Portfolio Manager & Sr. Wealth Advisor, HighLifeWorthTM Wealth Management I IA Private Wealth
Insurance Advisor, High Life Worth Financial


After six years of an engineering career, Sanjay joined the financial services industry in 2002. A passion for investing & finance and a desire to help people were the main reasons why he joined the industry. Sanjay started his career in the industry as a financial planning consultant with one of the largest financial planning companies in Canada. To provide an independent and unbiased advice, Sanjay formed High Life Worth™ Financial in 2005 and moved his practice to an independent investment & insurance dealer.

Sanjay is a Portfolio Manager & Senior Investment Advisor with HighLifeWorth™ Wealth Management / IA Private Wealth and an Insurance Advisor with High Life WorthTM Financial. Sanjay holds Chartered Investment Manager(CIM®) designation and has been providing wealth management services for more than 20 years.

Individuals who have come to know Sanjay, speak highly of his integrity, knowledge, visionary planning and a passion for taking care of their needs. Sanjay believes in leading a balanced lifestyle which involves maintaining healthy body, mind and spirit.

Denis Fortin, CFP®

Investment Advisor, HighLifeWorth™ Wealth Management I IA Private Wealth.
Insurance Advisor, IA Private Wealth Insurance


Denis Fortin started his carrier in financial services industry with Canada Life in 1989. He has been providing financial planning and wealth management advisory services to individuals and corporations for more than 26 years.

Denis has been working as an Investment and Insurance Advisor with IA Private Wealth since 2008. To provide active portfolio management to clients, Denis joined HighLifeWorth™ Wealth Management / IA Private Wealth in Jan 2016.

Denis holds CERTIFIED FINANCIAL PLANNER® Professional designation. While creating a financial plan for the clients, Denis always takes an holistic approach and considers not just their retirement plan but also their estate and tax plan so that the wealth is transferred to the beneficiaries in a most tax efficient manner.

During his leisure time, Denis likes to spend time with his grandson, play squash and do skiing.

John Kitcher, CFA, CPA, CA

Associate Wealth Advisor, HighLifeWorth™ Wealth Management I IA Private Wealth.
Insurance Advisor, IA Private Wealth Insurance


John Kitcher is a Chartered Professional Accountant (CPA, CA) and a Chartered Financial Analyst (CFA).

John brings a high degree of knowledge and expertise that enables him to effectively address and manage wide range of financial and tax-related matters for the clients. He focuses on wealth management, risk management, and tax/estate planning for business owners, self-employed professionals, corporate executives, and retirees with significant assets.

John started his career as an accountant with Ernst & Young in 2002 in Ottawai. In 2004, John moved to Ernst & Young, Bermuda, where he switched his focus to the investment industry. His career grew with progressive roles in the investment industry. After nine years working in Bermuda and Switzerland, John moved back to Ottawa. John started his career in wealth management industry in 2015 as a Financial Advisor.

John and his wife Mychele, are proud parents of two daughters. Outside of work, John can be described as a family man who enjoys a good laugh, loves spending time outside doing gardening, and is an avid ultimate Frisbee player.

Larry Burns, CFP®, CLU (Chartered Life Underwriter)

Insurance Advisor, L.W. Burns Financial Services Inc.


Larry Burns has been helping families & businesses build and protect wealth for more than 25 years. During this period, he has worked in the fields of accounting, taxation, investments and insurance.

Since 2005, Larry has worked exclusively in the field of insurance & estate planning. Larry holds CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU) designations.

Larry specialises in the services of Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance and Estate Planning.

Jennifer Jacobs, CFP®, CLU, CHS, EPC

Insurance Advisor, LTCI Consulting Inc.


Jennifer has been providing insurance & estate planning services to individuals and corporations since 2002.

Jennifer holds Certified Financial Planner (CFP®), Chartered Life Underwriter(CLU), Certified Health Insurance Specialsit (CHS) and Elder Planning Counselor (EPC) designations.

Jennifer can offer services of Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance and Estate Planning. Jennifer specialises in living benefits insurance and insurance planning for elders.

Sid Kumar, MSW, B.A.(Psychology)

Insurance Advisor, High Life Worth Financial


Sid has been helping clients achieve their financial goals since 2019. He brings vast experience and knowledge of the needs of people and understands the uniqueness of everyone.

Sid is insurance licensed and specialises in the services of Life Insurance, Disability Insurance, Critical Illness Insurance, Long-Term Care Insurance and Estate Planning for Individuals & Corporations.

Sid also brings with him over 20 years of experience working with Non-Profit organizations and has run several fundraising initiatives for hospitals in Ottawa.

AWARDS AND ACHIEVEMENTS



Sid is an active community leader and is involved deeply in civic engagements. He enjoys playing softball in the local league and volunteers at many events. He is married to Jacinthe Marcil and has three active kids.

Ruchi Bhasin, MA(Economics)

Branch Administrator


After 14 years of work experience at Royal Bank of Canada, Ruchi joined HighLifeWorth™ Wealth Management as a Branch Administrator in March 2015.

In her last position at Royal Bank, Ruchi was working as a Senior Account Manager providing financial and banking advice to her clients.

Jane Rudolf

Administrative Assistant


Jane has over 20 year experience in various administrative positions.

Jane has a passion for fitness and healthy living. She has participated in half Ironman, marathon and bodybuilding competitions.