★★★★★ 5.0 · 465+ Google reviews Book a Consultation →
Home Private Wealth & Estate Retirement & Investments Life & Living Benefits Travel & Super Visa About Yogesh Reviews Contact
Call 604-715-7542 Book a Consultation
HomeContact

Let's start the conversation.

Book a complimentary, confidential consultation — no pressure, no obligation.

Get in touch

Reach out directly

Prefer to speak with a person? Call, email or visit the Surrey office. Whichever way you reach out, you'll hear back from Yogesh personally.

Phone 604-715-7542
Office Suite 107, 7565 132 Street,
Surrey Central Business Park, Surrey, BC V3W 1K5
Hours Mon–Fri, 10:00 AM – 5:00 PM (by appointment only) Outside these hours? Contact us to arrange a time.
Prefer to talk now?

Call directly for a quick, no-obligation conversation.

Call 604-715-7542

Send a message

We typically reply within one business day. Your information is kept strictly confidential.

Suite 107, 7565 132 Street, Surrey, BC V3W 1K5

Open in Google Maps

Your financial future deserves a second opinion.

Book a complimentary, no-obligation consultation and discover what a coordinated CFP® + CPA® strategy can do for your family.