TaxAcc Wealth Management Inc.
Helping Individuals and Businesses Attain Financial Success.
Mission statement
My mission is to educate and inspire my clients to create a financial security plan that helps them attain their financial dreams and goals. I am committed to maintaining integrity and professionalism in my client relationships.
Vision
My vision is to build an amazing practice, to provide professional financial security planning advice using a strong foundation of risk management in structuring clients’ financial security plans for both individuals and businesses.
Purpose
I endeavor to know and understand your financial situation and provide you with high quality information, service, products and solutions to help you achieve your goals.
My promise
As a trusted CERTIFIED FINANCIAL PLANNER® and investment representative, I promise to approach all matters related to clients with morals and ethics. My approach considers clients first, and I strive to exceed their expectations.
What people are saying...
If you are looking for excellent customer service, a trusted, efficient and results oriented adviser give Sanjay a try. You have nothing to lose but an opportunity to work with the best.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Are you a business owner?
A group benefits plan is an important part of the financial security plan of your business. Under a group benefits plan, financial risk associated with loss of life, disability and health-related expenses is shared and priced based on the lives of a group of people. With a group benefits plan, when a member of the group dies, becomes ill or needs healthcare services, the plan provides compensation according to the terms of the contract.
Take action
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Book an appointment with me today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.