Home - Financial Solutions

WHY CHOOSE US

Doing the right thing at the right time

Reliable financial planning

Let the best financial advisor walk with you in planning the best financial solution for your needs.

Guaranteed customer satisfaction

Our goal is to always provide solutions that work to the benefit of our clients. With every client, we dedicate our time, expertise, and all resources in ensuring their satisfaction.

Excellent Communication flow

We value consistent communication between the client and the assigned financial advisor as it keeps us on the right track of achieving customer satisfaction.

Best Experts and skilled personnel

All our staff members are experienced in accredited financial institutions and hold an in-depth understanding of finances. They are highly qualified to provide you with sound advice and an accurate financial plan.

Services

We bring the best things
For you

Life Insurance

What will happen to your loved ones should anything happen to you?
Have you made a plan that safeguards the well being of those that matter to you?

Retirement Planning (RRSP/ TFSA)

Are you looking for smart ways to save money for your retirement?
Are you looking for a reliable financial organization that cares about your future and financial security?

Group Insurance

Are you considering a group health plan for your company?
Is your company a start off or one that has been in business for quite some time?

Travel Insurance

Do you intend to travel for work, visiting relatives or friends but you can’t stop worrying; what if something goes wrong?

Education Savings (RESP)

Are you worried about the future of your education or that of your children in regards to financial transition?

Segregated / Mutual Funds

Are you in need of expert advice on achieving the desired financial security for your retirement with death and maturity guarantee?

Doing the right thing,
at the right time.

200

Consulting Engagements

Licensed Advisors

100

Happy Families

$ 25 M

Investment Porfolio

testimonials

We build special relationship with our Clients.

Investing in education with the help of Harjot was the best thing I ever did for my children’s future and my financial plan. With RESP, I am guaranteed that my kids and nieces will still attend school regardless of my income status. Harjot has patiently walked with me ensuring every step is logically phrased and well understood. Thank you for making my financial journey a smoother ride.

Varinderjeet Singh

I have purchased life insurance for myself and my family members with the help of my financial advisor, Mr. Gandhi. He was very friendly and professional throughout the entire screening process- from quotation to filling up of forms and approval-. There was always consistent communication every step of the way which is the greatest asset a financial service institution could have. Thank you so much for your professional help.

Sreeresh

There are two reasons that compelled me to save with RRSP. The first was the idea of the reduced tax bill and the second is that any investment held in RRSP will grow without being taxed even though the tax is applied at the withdrawal stage. Saving and investing with the help of Harjot made me be better prepared for retirement and I am happy to have made that decision.