Yogesh Bansal CFP; CPA, CGA Financial Planner

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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 designation
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.

Before the pie, 4 questions every family should ask at the Thanksgiving table. Swipe through and see how many you can an...
10/12/2026

Before the pie, 4 questions every family should ask at the Thanksgiving table. Swipe through and see how many you can answer with confidence. Happy Thanksgiving.

10/12/2026

Deemed disposition. Two words most families in Canada hear for the first time after a loss. Your assets are considered sold on the day you die, and the tax is due before your kids see a dollar. Is your plan ready for that day?
Watch the video.

10/09/2026

Buying travel insurance for your parents online? Same price as going through an expert — but with an expert, you get the right advice upfront and real support if something goes wrong later. Why risk it?

09/30/2026

Sold property back home? Canada wants to know too. Here's what every Canadian tax resident should check before filing.

09/28/2026

Bringing your parents to Canada on a Super Visa?

There's one thing most families don't know until it's too late…
Yogesh Bansal explains what to check before they land 👀 Watch till the end.

Address

107, 7565 132 Street
Surrey, BC
V3W1K5

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