- Surrey Central Business Park 7565 132 Street, Suite 107, CF Canada Financial
- +1 604.715.7542
- Yogesh@YogeshBansal.ca
With over a decade of experience in Financial Planning and even more in accounting, I am sure to put the education on your side. With my accounting background, I have worked in different companies and have been instrumental in making them financially strong and more viable, in this ever-changing environment.
I am a Chartered Professional Accountant (CPA, CGA) and a Certified Financial Planner (CFP). Being strong in numbers, I can work on your side to make sure you achieve your goals. I will be able to give you direction to take you to where you dream to be. This, of course, means that I can draw a guide line, a map (so-to-say), for you 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.
Let’s be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it’s built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn’t have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that’s got you up at night in anticipation for it. I can help you plan a financial future that will make you and your family excited for your upcoming years.
