Over the last 18+ years, Jatinder’s focus has been on the unique needs of business owners, health care professionals and high net worth families with an emphasis on integrated tax, retirement, estate and corporate planning strategies. His expertise, passion, and ability to communicate the details from complex strategies to advanced planning with clarity has made him exceptional at handling all sorts of complex financial situations.

Clients are at the core of the practice. Jatinder empathizes with clients and is prompt in responding to their queries and concerns. He is attentive to their values and their diverse backgrounds. By prioritizing them, Jatinder and his team ensure that clients have a phenomenal experience.

Jatinder believes in the importance of education and has attained many industry leading designations, including:

• CERTIFIED FINANCIAL PLANNER^® (CFP)
• Chartered Investment Manager (CIM)
• Chartered Life Underwriter (CLU) 
• Registered Retirement Consultant (RRC)
• Certified Health Insurance Specialist (CHS)
• Certified Professional Consultant on Aging (CPCA)
• Fellow of Canadian Securities Institute (FCSI), which is reserved solely for financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers.

Jatinder’s vast knowledge and experience make him an exceptional financial professional to have by your side. He believes in balancing one’s professional and personal life. He is married and has two children, with whom he loves to spend time at his home in Brampton when he is not working. He is also very active in supporting his local community and is involved in many charitable organizations.