Does your financial plan measure up?
Mehul Gandhi, CFP
Certified Financial Planner
"I understand your goals and dreams are as unique as you are."
Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
As a Certified Financial Planning Professional, I will work with you to create a plan that includes solid life and health insurance and investment products and is flexible enough to meet your changing needs.
The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:
- Prepare for a secure, comfortable retirement or minimize your current taxes
- Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
- Provide your loved ones or heirs in the event of death, disability or critical illness
- Protect your business and your employees through affordable benefits
Discover a stimulating career
By joining our team, you will become part of a national network that:
- Is spread across the entire Canadian territory and includes;
- Does business with more than 1,600 independent financial services advisors, partner companies and general agents;
- Includes 50 financial centres and branches.