Bharat Singh, CFP

Certified Financial Planner
Investment Representative

VISION 

I can help you work towards achieving your financial security goals for you, your family, and your business.

I offer my valued clients will have well-defined goals to help create and preserve multi-generational wealth. My primary focus will be honouring the client-advisor trust covenant. I'll provide comprehensive, financial planning products and services directly or through affiliated experts. My clients will consider me their best source of financial advice.

 

VALUES

My clients' interests are my top priority at all times. I volunteer and donate to the community. I act with integrity and competence. I work towards a common purpose and vision.

 

My motto 

Live, Laugh, Love, and Learn.

Contact

Contact me today to learn more

Recent posts

Budget tips for holidays

Dec 01, 2021 - Canada Life

Make your holidays precious, not expensive...

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How you can teach your children about financial literacy

Nov 15, 2021 - Canada Life

Use these age-based strategies to teach your kids how finances work and how to manage their own money...

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Renting or owning: what’s right for you?

Nov 01, 2021 - Canada Life

As a basic rule, renting is usually cheaper than paying the mortgage for a home. However, this depends on a number of factors, including the location and type of house you rent...

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