Our Solutions
We go beyond insurance and investments, offering tailored services like estate planning, debt management, financial literacy workshops, and mortgage advisory to help you achieve your financial goals.
Insurance
- Life Insurance
- Critical Illness
- Disability
- Health & Dental
- Group Benefits & Health Spending Accounts
- Final Expense
- Travel Insurance
Investments
- RRSP
- TFSA
- RESP
- Children’s Education Plan
- Group Retirement Plans
- Pensions
Debt Solutions
- Debt Snowball
- Mortgages
- 2nd Mortgages
- Refinancing
- Bankruptcies
- Consumer Proposals
Home & Auto
- Online Referral Program
Other Benefits
- Personal Banking
- ETF Platform
- Wills
- POA’s
- Legal Advice
Hire Sanchit Aggarwal
Get a glimpse of our recently completed projects, demonstrating our competence and skills in the financial planning field.
let’s build your wealth together
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Our Clients
Don’t take our word for it – here’s what our clients say:
Tom R.
Community Member
Sanchit’s workshops on financial literacy were eye-opening. I now feel empowered to make informed decisions about my finances.
Alice H.
High-Net-Worth Client
Sanchit is more than a consultant; he’s a true partner in my financial journey. His support has made a world of difference.
James K.
Young Professional
I was overwhelmed with my financial options until I met Sanchit. His clear explanations and actionable advice transformed my approach to money management.
Daniel F.
Young Professional
Sanchit’s expertise in corporate tax planning has saved our company thousands. He is a vital asset to our team.
Sarah L.
Career Changer
With Sanchit’s guidance, I successfully transitioned my career into finance. His mentorship and support were crucial in this journey.
Priya D.
Investor
Sanchit’s comprehensive financial reviews have helped me better understand my investments and how to maximize their potential.
Anjali R.
Family Client
I can’t thank Sanchit enough for his support in navigating my insurance options. His knowledge made the process seamless.
Michael A.
Finance Trainee
Sanchit is a fantastic mentor. He helped me build my confidence and skills in the finance domain, setting me up for success.
Jessica N.
Aspiring Investor
Working with Sanchit has transformed my financial outlook. His personalized strategies helped me achieve goals I once thought were out of reach.
“Sanchit took the time to educate me about the insurance products that fit my lifestyle. His advice has truly empowered me to make informed choices.“
– Lina K.
