Expert Insurance and Investment Solutions
Providing quality advice for your financial future.
Insurance Needs
Over 20 years of experience in insurance.
Tailored investment strategies for your portfolio.
Long-term financial planning for families.
Investment Strategies
Financial Planning
The Founder
Sukhinder Singh Gill
(M.Sc, B.Ed, CHS, EPC)
Since 1999, I have been working with individuals, business owners and families throughout the Lower Mainland to design both custom and secure long term financial plans. These plans may incorporate a combination of life insurance, critical illness insurance, disability insurance, RRSP's, TFSA's or other investment choices.
As everyone's economic and personal circumstances are unique, I believe that personalized service is essential when matching clients with the right financial security products and services. Whether you are purchasing your first home, financing a child's post-secondary education, or planning for retirement - I am dedicated to learning about your specific goals. Together, we will use them to build a long term plan focused on your distinct needs.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
If you ever have questions about your existing insurance policy, investment portfolio or would like help in creating you family's long term financial plan, please contact me. We will set up a time to meet to review your needs and address any questions you may have with any obligation.
Insurance Services Offered
Expert advice on insurance and investments tailored to secure your family's financial future.
Policy Review Help
We assist you in reviewing your existing insurance policies to ensure they meet your needs.
Investment Guidance
Our team provides insights into creating and managing an investment portfolio for profitable returns.
Long-Term Planning Support
We help you develop a comprehensive financial plan for your family's long-term security.
Sukhinder provided exceptional guidance for my insurance needs. His expertise made understanding my options easy, and I feel confident in my financial future now.
John Doe
★★★★★
Insurance
Expert advice for your financial security needs.
Investments
Planning
10430 144 Street
Surrey, BC V3T 4V5
1 (604) 724 4700
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