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

Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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Life happens. Help your employees prepare for when it does

Sep 01, 2021 - Canada Life

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

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Canada Life makes investing simpler – new mutual fund names are here

Aug 22, 2021 - Canada Life

To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...

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