MA, CPCA, CFP
Shashank builds on years of training and professional experience in marketing and communications into the field of financial planning. He comes with 12 years of experience…
Saad offers a history of success, spearheading all facets of banking and financial services. In today’s challenging environment where decisions often get bogged down by multiple priorities, he’s able to understand
Sunita has been in the Insurance industry for over 5 years. Her foundation of knowledge has been forged on her father’s 40 years of experience in the industry. Prior to becoming an insurance broker, Sunita was an elementary school teacher for the Surrey and Delta School Districts.
B.Sc., LLB, CDP, LLQP
Satnam’s past experience as a lawyer and a career development practitioner brings a legal and social aspect to the company. While working at a non-profit for new immigrants and citizens of various…
B.Sc., LLB, CDP, LLQP
Richard brings 5 years of experience in the insurance industry serving families and young workers in diverse minority ethnic markets, especially immigrants and the French speakers.
Tajvir has recently joined the insurance and investments industry since transitioning over from working in trades. Using his past experience as a blue-collar worker, Tajvir is looking forward to using his work ethic and grit towards helping Canadians realign their financial goals.
Paola has a wide experience in the financial industry for the past 10 years. Having been in client servicing roles in different aspects of the financial industry, she brings a wholistic approach to financial planning. While waiting for her insurance licence, she collaborates with the team in managing general administrative tasks while keeping in mind the best interest of the clients.
Experts in Financial Planning, Retirement, Investment, Estate planning & Life Insurance Services.
Our financial advisors are experts in Financial Planning, Retirement, Investment, Estate planning & Life Insurance Services. We are passionate about helping our clients achieve their financial objectives. We provide Investments, Insurance & Retirement Solutions to our clients from our office in Langley at 6325 204th Street.