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.

Our Team

Shashank Hedao

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 in all aspects of financial planning with a specialty in various issues pertaining to asset management, retirement, tax and estate planning, insurance and risk management and working out practical solutions.

He manages assets held in both Segregated and Mutual Funds. His practice currently manages over $25 million in registered and non-registered assets through a vast variety of insurance and investment companies across Canada. Clients benefit from his knowledge in all areas of wealth management and consequently choose to work with him exclusively where all of their financial needs and objectives are provided for.

He volunteers with Junior Achievement BC teaching financial literacy in schools, and has served as a board member of the Burnaby Hospice Society for 6 consecutive years. He is also a Public Policy Ambassador for the Financial Planning Standards Council (FPSC) of Canada.

Saad Asghar

MBA (Finance)

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 and guide the clients in achieving their financial goals.

Prior to becoming an advisor with True Value, Saad spent 20 years with HSBC, helping the small and medium enterprises to tide over financial challenges. His last stint in HSBC was to provide cash management and liquidity solutions to corporates. A qualified MBA with specialization in Finance from a premier Institute in India and a life insurance broker license, he has a strong business acumen and is well versed with demonstrated best management practices.

Saad’s work has provided him with an extensive exposure in Asian and African markets and his accomplishments include successful transition and growth of businesses.

Saad Asghar

MBA (Finance)

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 and guide the clients in achieving their financial goals.

Prior to becoming an advisor with True Value, Saad spent 20 years with HSBC, helping the small and medium enterprises to tide over financial challenges. His last stint in HSBC was to provide cash management and liquidity solutions to corporates. A qualified MBA with specialization in Finance from a premier Institute in India and a life insurance broker license, he has a strong business acumen and is well versed with demonstrated best management practices.

Saad’s work has provided him with an extensive exposure in Asian and African markets and his accomplishments include successful transition and growth of businesses.

Sunita Mathur

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. This became a natural transition in becoming a ‘financial educator’ for adults and kids alike.

Currently Sunita is working on her CFP (Certified Financial Planner) designation and manages over 1000 clients needs. As an independent broker, Sunita works with numerous insurance companies to find the right fit for her clients.

Sunita volunteers to provide financial education to children with the Junior Achievements program. In addition, she aims to empower women through financial workshops to various women’s groups in the Lower Mainland.

Satnam Arora

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 ethnic backgrounds, she has gained expertise in understanding their challenges, assess their requirements, and help them manage their money matters.

She takes care of different types of insurance including life, disability, critical illness, emergency medical, travel, super-visa, RESP, RRSP and other products.

She has been a part of parent advisory committees of her kids’ schools and contributes some of her time and money in the settlement of international students, food drives. She often helps her clients and their families in all aspects of their life totally unrelated to her profession.

Satnam Arora

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 ethnic backgrounds, she has gained expertise in understanding their challenges, assess their requirements, and help them manage their money matters.

She takes care of different types of insurance including life, disability, critical illness, emergency medical, travel, super-visa, RESP, RRSP and other products.

She has been a part of parent advisory committees of her kids’ schools and contributes some of her time and money in the settlement of international students, food drives. She often helps her clients and their families in all aspects of their life totally unrelated to her profession.