Our Team / 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.
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.