- Surrey Central Business Park 7565 132 Street, Suite 107, CF Canada Financial
- +1 604.715.7542
- Yogesh@YogeshBansal.ca
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
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.
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.
Call me at 604-715-7542 to setup a no-committment meeting
and a get a FREE Financial Analysis prepared.
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!