Yogesh Bansal

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.

What clients are saying about what we do...


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.