TaxAcc Wealth Management Inc.
Helping Individuals and Businesses Attain Financial Success.
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 trusted 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.
What people are saying...
If you are looking for excellent customer service, a trusted, efficient and results oriented adviser give Sanjay a try. You have nothing to lose but an opportunity to work with the best.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Are you a business owner?
A group benefits plan is an important part of the financial security plan of your business. Under a group benefits plan, financial risk associated with loss of life, disability and health-related expenses is shared and priced based on the lives of a group of people. With a group benefits plan, when a member of the group dies, becomes ill or needs healthcare services, the plan provides compensation according to the terms of the contract.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.