- Surrey Central Business Park 7565 132 Street, Suite 107, CF Canada Financial
- 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.
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!