Sanjay Khanna, B.Com (Hons) CA (I) CFP

Certified Financial Planner
Investment Representative
Freedom 55 Financial

About me

I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

Sanjay Khanna, B.Com (Hons) CA (I) CFP
Certified Financial Planner
Investment Representative
Office:
905-276-1177
Fax:
905-276-4010
Sanjay Khanna - TaxAcc Wealth Management - Freedom 55 Financial - Mississauga ON

Mission statement

My mission is to educate and inspire my clients to create a financial security plan that helps them attain their financial dreams and goals. I am committed to maintaining integrity and professionalism in my client relationships.

Vision

My vision is to build an amazing practice, to provide professional financial security planning advice using a strong foundation of risk management in structuring clients’ financial security plans for both individuals and businesses.

Purpose

I endeavor to know and understand your financial situation and provide you with high quality information, service, products and solutions to help you achieve your goals.

My promise

As a trusted financial planner and investment representative, I promise to approach all matters related to clients with morals and ethics. My approach considers clients first, and I strive to exceed their expectations.

Supported by a team of experts

When specialized expertise is required, I have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.