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Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
I have more than 16 years of experience in the financial services industry and am committed to staying up to date on the latest investment and financial knowledge and trends. I offer service in English, Punjabi and Hindi and thoroughly enjoy building strong relationships with members and their families. I understand the importance of helping members meet their goals, and I strive to be approachable and accessible to them.