Rajni Sharma Financial Services Ltd.
Job title: Advisor, Sun Life
Languages spoken: English, Hindi, Punjabi, Urdu
Area(s) served: Surrey, Langley, Whiterock, Burnaby, Coquitlam & Greater Vancouver
You've worked hard to build this life. Let's help make sure it's protected.
Whether you're raising a family in Surrey, running a business in Surrey, approaching retirement in White Rock, or navigating a major life transition — the financial decisions you make today shape everything that follows.
At Rajni Sharma Financial Services Ltd, we help people like you get clear on where you stand, make confident decisions about your money, and build a roadmap that grows with your life. We work with families, business owners, and professionals across the Lower Mainland who want more than a product — they want a relationship with an advisor who actually knows their name, returns their calls, and proactively checks in when life changes.
How we work
Simple. Personal. Intentional.
We start by listening. Before we recommend anything, we want to understand where you are right now — your goals, your concerns, what keeps you up at night, and what you're working toward.
From there we build a roadmap that's specific to your situation. Not a template. Not a product pitch. A real strategy that addresses your income, your protection needs, your retirement horizon, and your family's future — all in one picture.
We stay involved. We check in proactively, review your roadmap as life changes, and make sure you always know exactly where things stand.
Contact our office to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/rajni.sharma.financial.services/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/rajni.sharma.financial.services/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/rajni.sharma.financial.services/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/rajni.sharma.financial.services/
Office information
