
Kam Chari is the author of The Seven Stages of Planning: A Financial Tale, a book that maps the financial planning needs and product solutions that arise at seven different stages of life. He spent more than 40 years in the Canadian financial services industry, working as a tax consultant and financial planner and spending over 20 years as a regional manager leading teams of planners at major insurance companies including Sun Life. Now retired, he shares the book and related resources through Ansa Financial Solutions.