Over the last 25+ years, Jatinder’s focus has always been on the unique needs of business owners, health care professionals, lawyers, accountants, incorporated professionals and each of their extended 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.

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Reshma is a Chartered Professional Accountant with more than 25 years of experience in accounting, as well as tax, succession and estate planning. She has successfully completed the In‑Depth Tax Program, receiving the CPA Canada Certificate of Achievement in Tax Education, which is a recognized symbol of excellence in continuing education for tax practitioners in Canada. 

Reshma is dedicated to helping professionals and business owners achieve business and financial success by creating a roadmap to success through utilization of advanced tax and integrated financial planning strategies.

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Rajdeep Angroya has nearly 13 years of varied experience in different sectors and business industries, including Aviation, Insurance and  Taxation.

She has got the following qualifications:

• Currently enrolled into Chartered Professional Accountant from CPA Ontario and working towards her CPA designation.
• Professional Accounting Certification - 2021
• Personal Tax Certification - 2021
• Insurance License - 2015
• Master of Information Technology - 2006

Along with our PWM team, Rajdeep is dedicated to helping professionals and business owners with their various insurance needs based on a detailed needs analysis. Rajdeep is always delighted to offer support and encouragement to others.

Rajdeep is married and has a lovely son. In her spare times, she enjoys live music, travelling, Christmas movies, reading soulful books and loves to dance.

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Savita Sharma is an Executive Assistant and essential support to the team. She works with a strong sense of urgency to anticipate needs of the team. She is keen on providing exceptional quality services that our industry demands. Savita has a great understanding of investment administrative processes to seamlessly serve clients and the team. Her sweet nature and quick thinking has been critical in building strong long-lasting relationships with clients. She has a fine eye for details in executing all her responsibilities.

Savita is married and has two children. In her spare time, she enjoys movie nights with her family, baking and creating DIY crafts.

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