A rare CFP® + CPA® financial planner who unites investments, insurance, tax and estate strategy under one trusted relationship — so high-net-worth families across Canada keep more, protect more and pass on more.
Most people juggle an accountant, an insurance agent and an investment advisor who never speak to one another. Yogesh brings all three disciplines together — so nothing falls through the cracks, and every dollar works with intention.
Independent and conflict-aware. You get honest recommendations built around your goals — not a sales quota — backed by 465+ five-star reviews.
As a CPA, Yogesh builds strategies that reduce lifetime tax — corporate and personal — so your wealth compounds faster and your estate is preserved.
From today's protection to tomorrow's legacy — retirement income, estate transfer and succession are mapped so your family is secure at every stage.
Whether you're protecting your family, growing tax-sheltered wealth, or securing loved ones visiting Canada — every plan is personal.
For affluent families and business owners: legacy planning, tax-integrated wealth structuring, corporate insurance, estate and succession planning.
Preserve your legacyGrow tax-sheltered wealth and design a reliable retirement income with RRSP, TFSA, FHSA, RESP and RDSP strategies.
Plan your retirementProtect the people and lifestyle you love with right-sized life, critical illness, disability and mortgage insurance.
Explore protectionMaximize every government-backed opportunity — first-home savings, education funding and disability savings grants.
See registered plansA clear, patient roadmap for building your financial foundation — insurance, credit, first home and long-term investing.
Start your journeyBring family to Canada with confidence — Super Visa, visitor-to-Canada and travel medical coverage that meets IRCC requirements.
Get coveredFor over 17 years, Yogesh Bansal has helped families, professionals and business owners across Canada make confident financial decisions. As both a Certified Financial Planner and a Chartered Professional Accountant, he sees the full picture — and builds strategies that stand the test of time.
Investment, tax, insurance and estate expertise from one financial planner.
Recommendations aligned to your goals — never a single provider's shelf.
Clients consistently praise his no-pressure, easy-to-understand guidance.
A complimentary, confidential conversation about your family, goals and concerns.
A tailored, tax-aware strategy across protection, investments and estate.
Yogesh handles the paperwork, providers and details — clearly and efficiently.
Ongoing reviews keep your plan aligned as life, tax law and markets change.
“We had an excellent experience with Yogesh Bansal while purchasing Super Visa medical insurance for my parents. He was knowledgeable, professional, and explained all the coverage options clearly. The entire process was smooth, quick, and stress-free. He answered all of our questions patiently and helped us choose the right policy. Highly recommend!”
“We had a great experience working with Yogesh Bansal. He made the process of purchasing insurance simple and stress-free — knowledgeable, responsive, and easy to reach whenever we had questions. He took the time to explain our options clearly and helped us find coverage that suited our needs. We truly appreciate his excellent customer service.”
“Yogesh has always helped me find the best Super Visa insurance plan for my parents at a great price. The team was incredibly responsive and attentive, taking care of all the details promptly. If you're looking for a hassle-free process, this is the place! He is very kind and has a great personality.”
Yogesh holds both the Certified Financial Planner (CFP®) and Chartered Professional Accountant (CPA®) designations. That dual credential means your investment, insurance, tax and estate strategy is coordinated by one financial planner instead of being scattered across several — a meaningful advantage for high-net-worth families with complex finances.
Yes. A large part of the practice is dedicated to affluent families, incorporated professionals and business owners who need tax-efficient wealth structuring, corporate and personal insurance, retirement income planning and estate and succession strategies.
Your initial discovery consultation is complimentary and carries no obligation. It's a confidential conversation to understand your goals and show you where value can be added before you decide to work together.
Yogesh is based in Surrey, BC and serves clients right across Canada. Many meet him in person around Metro Vancouver — Surrey, Delta, Langley, Burnaby and Vancouver — while clients in other provinces work with him seamlessly by phone and secure video.
Absolutely. Yogesh is widely recommended by newcomers for clear, no-pressure guidance — including Super Visa and visitor-to-Canada insurance, first-home (FHSA) planning, and building a long-term financial foundation in Canada.
Book a complimentary, no-obligation consultation and discover what a coordinated CFP® + CPA® strategy can do for your family.