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4.77/5.00
based on 2,243 reviews
Excellent experience. Wish I had met him way earlier. Explained in detail, no rush and for the first time, I understand my financial planning and its components. Highly recommended.
08 Feb 2025
I am extremely satisfied with Harpreet’s advice. I am a single, recently retired woman and I had a lot of worries not only for my own future, but concerns as well around my estate for my children and grandchildren’s. I had so many questions about what the right direction to take with my RRSPs, TFSAs, timing for CPP and protecting my OAS, insurance and more. He was able to answer all my questions, and went far beyond that to discuss several things I had not considered. He put my concerns at rest in a friendly and clear way. I now feel I have a solid financial plan for the future that is strategically aligned to my specific needs and goals. Everyone should have a Harpreet in their life. I highly recommend his services.
28 Jan 2025
Very informative and helpful discussions. I like the advice I have received so far. He did thorough review of our insurance and health coverages from work as well. It helped me to understand my benefits for the first time. Thank You.
09 Sep 2024
