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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What’s the difference between critical illness insurance and life insurance?
Many people understand the importance of life insurance. Fewer understand how critical illness insurance can help support them while they're still here.
Life insurance can help protect the people you love if you're no longer there to provide for them. Critical illness insurance may help provide financial support if you're diagnosed with a covered condition and need time to focus on recovery.
Understanding the difference is an important step toward building a more complete protection strategy.
Learn more about how life insurance and critical illness insurance compare and reach out if you'd like to discuss what makes sense for your situation.
https://www.sunlife.ca/en/health/critical-illness-insurance/critical-illness-insurance-vs-life-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
A financial roadmap isn't about chasing wealth for the sake of it. It's about giving yourself the confidence to focus on what matters most today while preparing for tomorrow.
Some of life's best moments aren't things you buy. They're moments you're fully present for.
Let's start building your financial roadmap together.
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/rajni.sharma.financial.services/
But preserving what you've grown and ensuring it benefits future generations often requires a different conversation.
From tax-efficient strategies and retirement considerations to protecting assets and creating a legacy, the choices you make today can influence what your wealth can accomplish tomorrow.
Let's connect to discuss your goals. https://advisor.sunlife.ca/rajni.sharma.financial.services/
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