Yogesh Bansal CFP; CPA, CGA Financial Planner

Yogesh Bansal CFP; CPA, CGA Financial Planner CPA®, CGA®; CFP® - Putting knowledge and experience to work for you to achieve your Financial Goals.

My practice specializes in helping Canadians families, business owners and incorporated professionals with all areas of their financial planning needs resulting in achievement of their goals and objectives though a client-centered approach, whereby my knowledge of planning tools is utilized. I am a Certified Financial Planner (CFP) and working full-time as a Financial Planner. I also hold the desi

gnation
of CPA, CGA (Chartered Professional Accountant), which helps me implement crucial Tax Planning, Retirement
Planning, and Estate Planning strategies in building and implementing your plan.

Address

107, 7565 132 Street
Surrey, BC
V3W1K5

Website

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