Sagar Passan
Job title: Advisor
Languages spoken: English, Hindi
Area served: Ontario
Many individuals and businesses struggle with financial uncertainty and lack of direction, often leading to stress or missed opportunities.
As an advisor, I specialize in helping you overcome these challenges by taking the time to understand your unique financial goals.
By working closely with a team, I develop tailored strategies to help ensure your finances align with your vision, ultimately giving you peace of mind and a clear path forward.
My mantra: Prior Planning Prevents Poor Performance. Let’s build a financial roadmap that works for you, today and into the future.
Products and services
Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.