Meet The Team
Meet Our Team of Professional Financial Advisors
Amarjit K. Johal, Co-Founder
Mortgage, Investment & Insurance Advisor
As a professional in the financial industry with tremendous experience, Amarjit can provide honest, expert advice on all aspects of wealth management. She has 30 years of experience in the financial industry, where she spent 18 years as a branch manager for a large credit union and now works as an independent advisor. She will work with you to come up with the best solution which is tailored to your needs. Her passion for helping people in times of need has lead her to wanting to help families with their finances and show them how to better manage them. Amarjit has successfully completed the Investment Funds Course along with Life Licensing Qualification Program. She is also well qualified on the lending side with accreditations of Accredited Mortgage Professional (AMP) and Associate of the Credit Union Institute with specialty in Lending Studies (ACUIC). Amarjit offers one-stop convenience and impartial advice that her clients find really helpful. As an independent broker, Amarjit represents with all major financial institutions to offer the most competitive solutions for her clients. On her free time, Amarjit enjoys spending time with her husband and four daughters, who have all graduated from universities and are successful in their own fields. She also enjoys reading, knitting, and cooking. Amarjit is a lifelong learner and loves learning anything financial related so she can continue to be a valuable asset for those she serves.
Sukhbeer K. Mangat, Co-Founder
Mortgage, Investment & Insurance Advisor
Sukhbeer is licensed to practice in the province of BC, Alberta & Manitoba. she has worked in the customer service industry for over 35 years. she worked with the City of Vancouver for about 22 years holding various positions. She has been working in the Financial Industry since 2016 as an independent advisor. Sukhbeer works with anyone who needs advice for any insurance, investment & mortgage services. Sukhbeer realizes that each client’s need is different and will go the extra step to help/advise her clients. Being an independent advisor, she has access to all the major financial institutions and insurance companies. She offers one-stop shopping, and she can get the best rate & terms at no cost to the clients. The client’s confidentiality is always on the top of her list. Sukhbeer likes to build long-lasting relationships with clients and stay in touch with clients even after the business deal is closed & always provides unbiased guidance to clients. Sukhbeer always likes to learn what’s new in the industry & she loves meeting and talking to people. When Sukhbeer is not working, she enjoys spending time with her family and traveling.
Baksho K. Johal
Mortgage Advisor
Baksho has been in the banking industry for 18 years. She has worked various roles while working for the top 2 banks in Canada. Baksho started her career as a Mortgage Broker in 2019. She shares a passion to find the right solution for all of her clients needs. She engages clients so naturally with her extensive customer care experience. Baksho is an expert at: Mortgages, Home equity line of credit, Refinance, Construction mortgage, Equity take-out, Switch/pre-approvals and Private mortgages. Baksho believes that every client needs to be assessed as individuals, this allows her to focus on providing the right guidance to her clients financially. Baksho provides excellent professionalism, great communications skills and always leave a positive impression with her clients. Baksho is licensed to practices these products in the province of British Columbia and Ontario. Baksho enjoys spending time with her family and friends. During her down time she indulges in meditation, listening to music, gardening and yoga.
Thanks,
Sanaz Rezaei
Investment, Insurance & Mortgage Advisor
Sanaz is residential and commercial Mortgage Broker with over 13 years of experience in banking industry. Sanaz’s background and experience allow for a deep understanding of your financial situation in order to assist you with purchasing a property in Canada. She offers wide range of services such as: refinances, purchases, equity take-outs, investment purchases and debt restructures. She has access to multiple lenders such as Banks, Credit Unions, Trust Companies and Private Investors. She is committed to making your mortgage and financing experience comfortable and easy.
Parminder Bhachu
Investment Advisor
As a professional in the financial industry with tremendous experience. Parminder can offer honest and reliable expert advice on all aspects of wealth management.
She will work with you to come up with the best solution which is tailored to your needs. She is passionate about connecting personally with customers to assist them in achieving their financial goals. She will help you explore and understand the best investment options that will best suit your financial needs.
Parminder has successfully completed the investment funds course along with Life Licensing Qualification Program.
Parminder will help you raise your financial confidence by providing personalized financial advice, answering any questions and addressing your concerns.
On her free time, Parminder enjoys spending time with her family. She also enjoys reading and cooking. Parminder is also a lifelong learner and loves learning any financial related so she can continue to be a valuable asset for those she serves.
Tejveer Dhillon
Mortgage Advisor
Sukhwinder Grewal
Insurance, Investment & Mortgage Advisor
Avkeerat Grewal
Insurance, Investment & Mortgage Advisor
Jaspreet Saund
Mortgage Advisor
We are your local financial advisor for investment, insurance, pensions, retirement planning, and mortgages.