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.

08/21/2026

Every beginner asks this. Almost nobody explains it simply.
TFSA and RDSP, in plain English.

08/12/2026

Contributed $25,000. Account is now worth $40,000.
Can you still put in the other $15,000?
The answer surprises most Canadians.

08/10/2026

A small book of clients. A long-term plan for each one. Apply for a private strategy session.

08/07/2026

Most incorporated business owners leave money parked in the company account for years. Inflation doesn't wait. Neither should you.

BC gave a lot of us a fresh start. Today we celebrate that. Happy BC Day
08/03/2026

BC gave a lot of us a fresh start. Today we celebrate that. Happy BC Day

The viral TFSA post isn't wrong. It's five years off. Everyone's arguing about the 12%. Nobody mentioned the $109,...
08/01/2026

The viral TFSA post isn't wrong. It's five years off.



Everyone's arguing about the 12%. Nobody mentioned the $109,000.

I ran the math on the post in your feed. Slide 3 is where it drifts

You don't need a better return. You need the room you already have

12% forever is a hope. Unused contribution room is a fact.

Turned 18 in 2009? You have $109,000 sitting there.

Address

107, 7565 132 Street
Surrey, BC
V3W1K5

Website

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