Gurinder Pal Singh
Job title: Advisor, Sun Life
Languages spoken: English, Hindi, Punjabi
Area(s) served: Ottawa, Ontario
Trustworthy advice you can count on
Helping people to reach their financial goals
Your financial partner
Financial planning is not just about numbers. It's about crafting a life that aligns with your aspirations, values and unique circumstances. From creating a budget to identifying investments, protection strategies to retirement planning, or anywhere in between, we can work together to create a roadmap that aligns your financial goals with your life goals. We’ll work to make every choice support your desired lifestyle and caters to your specific needs.
For business owner's
My experience as Former Vice President in a Prestigious Indian Financial Institution enables me to comprehend the challenges and concerns of your business. I can provide strategic options tailored for your success. From comprehensive employment insurance plans that help safeguard your employee's well being to dynamic Whole Life Insurance policy with Cash value that helps ensure your legacy lives on, we can curate together the solutions that resonate with your vision.
Special need focus
One of my key drivers is assisting families with special needs children. I understand the intricacies involved in planning for their future. I am dedicated to ensuring their financial security and comfort.
What you can expect
Identifying your needs and goals - Initial informal conversation, where we discuss what we need and why, what we want to achieve and how.
Collection of data - We sit together to know each other better, understand the current situation to create a foundation for a customized plan.
Recommendation and implementation - We'll discuss and review a tailor made plan specific to your needs and goals. Once finalized, the plan is put into action.
Monitoring - We regularly monitor and periodically discuss the progress with you.
Let's Connect
Whether you are a new Canadian, a business owner or a family with unique needs, I am eager to get to know you, understand your goals and discuss the action plan to help make your dreams a reality.
My office is in Ottawa, Ontario. We can connect through zoom or in-person to get to know each other better.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Seven taxes on investments you need to know about
FHSA: Tax-Free First Home Savings Account
