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 gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/rajni.sharma.financial.services/
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/rajni.sharma.financial.services/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/rajni.sharma.financial.services/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/rajni.sharma.financial.services/
Office information
