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

Prepare for your financial future this Chinese New Year

Jan 15, 2022 - Canada Life

Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....

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How to set your financial resolutions for the New Year

Jan 01, 2022 - Canada Life

Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...

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Be your own Secret Santa this year

Dec 22, 2021 - Canada Life

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

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