Jas Oberoi Financial Solutions Inc.

Job title: It all starts with great advice

Languages spoken: English, Hindi, Punjabi

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.
View more options

Let's work together

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by: 

 

  • assessing your current financial situation, 
  • setting achievable goals, 
  • developing a realistic approach to meet those goals, 
  • helping you work toward your goals and 
  • helping you revise that approach as your needs change. 


Contact my office to book an appointment and get started on achieving your financial goals. Let's talk. 

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.

Learn more

Stay informed

See more articles
Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management

Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management

Dive into expert insights on building and preserving wealth in today’s economic landscape.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Strategies to maximize TFSA benefits

Strategies to maximize TFSA benefits

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Tip of the AI Iceberg | CI Global Asset Management

Tip of the AI Iceberg | CI Global Asset Management

Empower yourself with easy-to-understand resources and learn more about the financial industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Office information

There are error(s) on this page
Il y a erreur(s) sur cette page
Preferred Contact Method

Optional

Optionnel

0 of sur 500 Characters caractères

Optional

Optionnel