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.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.
What you get: An estimate of the amount of coverage you need to protect those who depend on you
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
Find out where your money is going with this easy-to-use household 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.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.