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

Supporting your parent’s legacy

May 15, 2022 - Canada Life

If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...

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Inflation 101 – what’s inflation and what does it mean for you?

May 05, 2022 - Canada Life

Let’s take a look at some of the positive and negative aspects of inflation...

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The true cost of vehicle ownership—how much to budget for a car

May 01, 2022 - Canada Life

Whatever way you choose to acquire a vehicle, it’s important to stay within your budget; whether that’s for a down payment or for financing...

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