Yogesh Bansal CPA – A Certified Financial Planner

Transform Your Legacy Dreams into Reality with Personalized Financial Planning Services

As an Independent Certified Financial Planner (CFP^®) and Chartered Professional Accountant (CPA^®) with over a decade of expertise in financial planning, I proudly serve clients across multiple regions in Canada

Why consider me ?

Committed to delivering the best financial solution, I am here to guide you towards the most rewarding financial decisions. I am well prepared to handle your business and personal finance matters. All of us are very good at what we do. We are good at making money, but not always the best at keeping part of what we earn. It would be nice if someone could show us what we need to do to get ahead financially. I can work with you closely to match your goals, so you have more chances of making it.

Our Happy Customers...

Alafia Sachdeva

Yogesh is very helpful and patient. He has provided ongoing support and information for super visa insurance. I felt like I got the best rates and was insured in no time. I highly recommend Yogesh for any financial and insurance advise.

Indrajit Nageshwaran

I have only good things to say about Yogesh and his commitment to servicing his clients . I got the visitors insurance for my parents . At first the price seemed high , but the way it covered unexpected medical expenses with less hassle , makes it worth it! I thank Yogesh for recommending the best plan .. life saviour of sorts! over the course of policy period , everytime I had a claim , Yogesh was very responsive . so much like a friend in need . always guiding through the process and never making me feel lost ... the plan he has for senior citizens who are visiting Canada, works just so well ... I highly recommend people to have a chat with Yogesh once before taking their decision on insurance plans ! you won't regret having the convo! Thank you yogesh!

Joban Sidhu

Yogesh Bansal is very professional, honest, knowledgeable and helpful. I took insurance from him for my parents. I would highly recommend him to everyone if you want the same services. Moreover, he provides proper information in detail and guide the best. - Joban

Sat Dosanjh

Yogesh is an expert in his field and very professional. He always gives right and perfect advice to all his clients. We have been his clients for last 10 years. We are fully satisfied with his expertise.

Rajshekhar Modi

Yogesh is very knowledgeable and really helps the clients to choose the right insurance as per their needs. I will definitely recommend Yogesh Bansal's service.

Celia Roberts

We have known Yogesh for over 9 years. He has helped us with sound financial advice. His latest advise has saved us over 200k. This has helped our families greatly. I can consider retiring knowing that we do not have to worry about finance & that our adult kids will be able to achieve some of their financial goals. He is nice to talk to always has time to listen & comment. A Very big Thank You to Yogesh!

Jagatjot Karir

I would highly recommend Yogesh Bansal for his insurance services and saving plans. He is very professional, extremely knowledgeable and exceptionally helpful. His advice always reflects what is best for his clients based upon their individual profile and circumstances. He is always quick and prompt in getting the work done. I appreciate his true efforts and sincerity towards his clients.

shettysingh74

I have known Yogesh for many years. He is my family's financial planner. He manages our insurances and investments. He is really good at what he does and he very thorough in explains all of the options. I also got the health insurance from him when my parents were visiting. He was very responsive and helped us with everything to go very smooth. Definitely recommended.

christa forrest

Yogesh has been the missing piece to our financial goals success! He is so knowledgeable and gets things done like no one I’ve ever worked with before. He goes above and beyond and is always available when we have needed him. My husband and I are so very impressed with Yogesh and his services as I financial planner. We would give him more then a 5 star review. We look forward to a lifetime of Yogesh by our side helping us achieve all our financial goals.

Jennifer Sears

I have known Yogesh for nearly 20 years and there is no one I could speak more highly of. He is extremely intelligent, very well versed in a wide variety of industries and skills, quick, yet detailed and thorough. He is friendly, approachable and someone you can fully trust that will always have your best interests at heart. Yogesh truly cares for people he works with and has a proven track record. Through all of the years that I have known him, I have seen him handle everything from complex situations to stressful situations, and no matter what, he always works through things systematically and strategically, keeps a calm focused mind, and finds great solutions and results. He has a special way of finding opportunities in moments of uncertainty or change, and his positive, charming attitude and demeanour are a ray of sunshine. He is a strong communicator and has great follow up. If you are looking for a financial planner that has his finger on the pulse, the skills and knowledge to maximize your opportunities, and someone that is always working hard for you, then you have found him. Yogesh is the best at what he does and I would not trust anyone else with my hard earned money or my family's future.

Raj Parswanna

Myself and my wife approached Yogesh Bansal for financial planning help. He gave us an undivided attention to our discussions, analyzed our situation in detail with numbers and demonstrated to us the solutions with different scenarios. Very knowledgeable, provided sound financial advice and highly recommend him. Thank you very much Yogesh!

Nancy Drinkall

Yogesh is my financial planner and my husbands. He is AMAZING. Yogesh always makes himself available to sit down and review items in person. If I'm comfortable with all the information then he takes the time to review documents over the phone and provides an e-signature option so I don't have to go to his office. I'm very challenged when it comes to investing my money and so I trust Yogesh to give me the best advise and options where to grow my money. He is very professional, enthusiastic, trustworthy, thoughtful, courteous and very patient. He takes whatever time it takes to make sure I totally understand everything he puts forward as well as provides a number of options, all without any pressure whatsoever. Both my daughters and their families have Yogesh as their financial planner as well and trust him completely with their finances. He is STELLAR and deserves top ratings!

About Me

With over a decade of financial expertise and advisory experience, I bring a wealth of knowledge to the table. As a Chartered Professional Accountant (CPA, CGA) and a Certified Financial Planner (CFP), my educational background enables me to assist you in various financial areas. I specialize in helping clients save on taxes, manage debts, and plan for retirement, among other financial goals.

My accounting background has allowed me to work with diverse companies, playing a pivotal role in strengthening their financial foundations in an ever-changing business landscape. Being strong in numbers, I can work on your side to make sure you achieve your goals. I will be able to give you directions to take you to where you dream of being. This, of course, means that I can draw a guideline, a map (so to say), for you to take the most efficient path. While taking this direction, there will be life-changing events and I will be there to hold your hand and to guide you in the right direction.

Financial Advice

I sit down with you to understand your needs today and where you want to be in future. I will help you achieve those goals, such as Building Wealth, Creating Retirement, and Your Legacy that you can enjoy or leave for your loved ones.

Insurance Service

I will help you get the right kind and right amount of insurance, such as Life insurance, Critical illness insurance, Disability insurance, Travel insurance, Visitor-to-Canada insurance, and Super Visa insurance.

Investment Advice

I can also create right savings and investment plan, including RRSPs, TFSAs, RESPs, Non-Registered, and RDSP (Registered Disability Savings Plan), in case of unfortunate event of someone being disabled in your family.

Contact me to get No-Obligation Advice

Call me at 604-715-7542 to setup a no-committment meeting
and a get a FREE Financial Analysis prepared.

How can I help?

Insurance Planning

Managing risks today is an integral part of a good financial plan. I will help you plan the right kind of insurance without breaking the bank.

Retirement Planning

Helping you plan live your dream life in your golden age. The key is to do the right things today. I can help you do all that, while avoiding unnecessary costs!

Investment Planning

Planning and making sure your risks are matching the rewards is very important. I will help you plan all of that. Tax is also a key factor in deciding which kind of investment is right for you.

Tax Planning

Taxes should be planned at the beginning of the year, not at the time of filing them. I will help you understand your taxes while getting any and all possible breaks that you might be missing.