Yogesh Bansal

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Get Financial Planning to Make Your Legacy Dreams Come True

I am a Chartered Professional Accountant (CPA, CGA) and a Certified Financial Planner (CFP). I bring knowledge and experience to work for you, so you can achieve your dreams and goals.
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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 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.

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Financial Advise

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.
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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.
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Investment Advise

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.
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Contact me to get No-Obligation Advise

Call me at 604-715-7542 to setup a no-committment meeting
and a get a FREE Financial Analysis prepared.

Call Now: 604-715-7542

Over a DECADE of Financial Expertise and Financial Advisory Experience

Educataion Matters. I am a Chartered Professional Accountant (CPA, CGA) and a Certified Financial Planner (CFP). I bring a world of knowledge to the table; how to save on taxes & debts, Retirement Planning, just to name a few.

insurance-service

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.
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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 unncessary costs!
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investment-advise

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.
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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.
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