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

Socially responsible investing

Oct 22, 2021 - Canada Life

You’re passionate about social and environmental issues and you want your investment portfolio to match your values....

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Free workplace mental health resources from Canada Life

Oct 15, 2021 - Canada Life

Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....

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The benefits of responsible investing

Oct 01, 2021 - Canada Life

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

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