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.
Office: | 905-670-0048 |
Cell: | 416-268-6907 |
Fax: | 905-670-0048 |
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.
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.
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.
As a CERTIFIED 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.
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.
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are trademarks of Quadrus Investment Services Ltd. - Opens in a new window Used with permission.
The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.
The information on this website is intended for residents of Ontario only.
Insurance products, including segregated fund policies, are offered through TaxAcc Wealth Management Inc.,
and Sanjay Khanna offers mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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Affiliated with Canada Life.