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.
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Health insurance products
Life insurance products
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📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
Ready to get started? Let's connect. https://advisor.sunlife.ca/rajni.sharma.financial.services/
#SunLifeOnePlan #SunLife
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/rajni.sharma.financial.services/