About SHE Legacy
Education, planning and empowerment, for this generation and the next.
Our story
SHE Legacy Private Wealth Management was founded with a vision to help individuals and families take control of their financial future through education, planning and empowerment.
Our founder, Roshni Laullooa, brings more than 26 years of experience in financial services, consulting, client advocacy and community leadership. Having served diverse communities, newcomers, women entrepreneurs, professionals and retirees, she understands that every financial journey is unique.
We focus on helping clients make informed decisions that align with their goals, values and life aspirations.
Roshni Laullooa is a licensed financial professional in both Ontario and Quebec, holding the prestigious CIFP® (Chartered Financial Planner) and TEP® (Trust and Estate Practitioner, STEP Global) designations. With over two decades of experience in financial planning, wealth management, estate planning and community advocacy, she is dedicated to empowering individuals, families, women, newcomers and multicultural communities through financial education and guidance.
Recognition and community
Throughout her career, Roshni has received multiple awards and recognitions for her outstanding contributions to financial literacy, women's empowerment and community leadership. She has been recognized on Parliament Hill Canada for her efforts in advancing financial literacy and empowering women across Canada. Her achievements have also earned her international recognition through the Women of Wonder Awards in the United Kingdom, India, Mauritius and Canada.
Roshni has been honored for her contributions to financial education through organizations including JA Financial Literacy and ICISO Newcomer Services, and with the Financial Capability Leadership Award for Professional Mentorship and Skill Development, recognizing her commitment to helping individuals build financial confidence and achieve long-term financial well-being.
Beyond her professional accomplishments, Roshni is a passionate community volunteer. She actively supports community organizations, hospitals, retirement residences and seniors by providing financial guidance, educational workshops and mentorship. Her mission is to help individuals make informed financial decisions, preserve their wealth and create lasting legacies for future generations.
As the Founder of SHE Legacy Private Wealth Management, Roshni continues to champion financial empowerment, particularly for women, newcomers, families and business owners seeking trusted financial and estate planning solutions.
Our mission
To empower individuals, families and communities through financial education, strategic planning and unbiased advice that supports long-term wealth building and legacy creation.
Our values
- Integrity
- Providing honest, transparent and unbiased guidance.
- Empowerment
- Educating clients to make confident financial decisions.
- Inclusivity
- Serving diverse communities with cultural understanding and respect.
- Legacy
- Helping families build and protect wealth for future generations.
Roshni Laullooa
Founder
Roshni Laullooa specializes in wealth management, financial planning, retirement planning, estate planning and wealth preservation. She helps individuals, families, newcomers, women and business owners build, protect and transfer their wealth with confidence, in Canada and for clients in Mauritius, the UK, the UAE and elsewhere.
Her comprehensive approach covers budgeting, savings strategies, retirement income planning, risk management, estate planning and legacy preservation. By building relationships based on trust, transparency and education, she empowers clients to make informed decisions that support their goals today and for future generations.
My goal is simple: to provide clear, personalized financial strategies that help clients achieve financial confidence, protect what matters most, and create a lasting legacy.
Professional expertise
- Wealth management and wealth preservation
- Financial and retirement planning
- Estate and legacy planning
- Investment strategy and portfolio guidance
- Managerial finance
- Financial coaching and education
- Multicultural consulting
Community and public affairs
- Government relations and public affairs
- Stakeholder engagement and strategic partnerships
- Policy analysis and legislative monitoring
- Advocacy and community leadership
Planning tools and expertise
- MyAdvisor Smart Investor
- Conquest Financial Planning
- Estate Planner
- Estate Search
- NaviPlan