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We are an independent boutique financial services company. We offer integrated holistic solutions including all aspects not just investments insurance and mortgages. With international planning standards and award winning innovative approaches, you won’t believe the difference in efficiencies that are possible, with the application of efficient education and best in class solutions. We will save you literally thousands of dollars a year, take the challenge and come and see the difference for yourself!
We help transform peoples lives by making every part of your finances work together. We protect you from everyday risks and help you grow your wealth. Our clients tell us they feel like part of our family!
I lost my Father suddenly to meningitis when I was only 7yrs old. As a direct result, my Mother lost our home. A few years later she contracted Lymph node cancer, she died when I was 16 years old . I learned the hard way about lack of financial education and the importance of good planning. I resolved to help people avoid the financial risks of everyday life and help them build their wealth with a comprehensive education program tailored to cover all aspects of their finances.
Because of our personal background, we have a genuine passion and desire to help people.
We can provide most services online and remotely, however we still take in person meetings for prospective clients that have been fully vaccinated.
We have adopted all of the procedures and guidelines recommended by Health Canada to keep us all safe and minimize any potential exposure.
4.80/5.00
based on 3,558 reviews
Reasonable prices and quick in responce
03 Apr 2024
Reasonable prices and quick in responce
03 Apr 2024
As a single mother going through separation, Harpreet has been very helpful in protecting my financial interests. I feel much relief and in all honesty, I was surprised how much he knows about women’s finances and empowerment. 10/10 from my side.
01 Apr 2024
