
Gurinder Pal Singh
Job title: Financial Planner, Sun Life, RRC®
Languages spoken: English, Hindi, Punjabi
Area(s) served: Ottawa, Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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 in corporate finance/distress debt management and personal finance enables me to comprehend the challenges and concerns of your business and personal goals. I can provide strategic options tailored to help your success. From comprehensive employment insurance plans that help safeguard your employee's well being to strategic integration of 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.
1. Whole Life Participating Insurance
- Build a tax-efficient retirement plan while maintaining life insurance coverage.
- Unlock access to cash value for business growth, emergencies, or personal goals.
- Simplify funding buy-sell agreements for partnerships, ensuring smooth business transitions.
2. Group Benefits for Employee Retention
- Provide customized health and wellness benefits to reduce employee turnover.
- Strengthen your team’s loyalty with comprehensive coverage options.
- Gain a competitive edge in hiring and retaining top talent.
3. Financial Roadmaps for business owners
- Develop a personalized plan for managing debt, savings, and investments.
- Balance personal and professional financial goals with confidence.
- Navigate succession planning to help ensure smooth retirement transitions.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.