Committed To Helping Our Clients Succeed
For personalized advice, don’t hesitate to contact me and to better assess your needs.
LIFE INSURANCE
The best coverage options based on your needs and your priorities.
SAVINGS AND RETIREMENT
Offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
CRITICAL ILLNESS
This insurance provides tax-free financial assistance that can be used as you see fit.
DISABILITY INSURANCE
Health and disability insurance products protect you in case of illness or accident.
Committed To Helping Our Clients Succeed
My service offer: to come up with a financial strategy that will help you to grow what you already have, help you prepare for the unexpected and leave an inheritance to your heirs as efficiently as possible. Don't hesitate to benefit from my sound advice, whether in terms of savings (TFSA, RRSP, RESP, RRIF) or insurance (life, disability, critical illness, mortgage).
As a certified professional with the Autorité des marchés financiers, I encourage you toconfirm the validity of my AMF certification
Committed To Helping Our Clients Succeed
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
Receive a personalized financial plan that will help you achieve your objectives
Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
Save time and enough money to carry out your projects
OUR ADVICE
We will help you make an informed choice and find someone who inspires you.
The importance of life insurance for children
The number one reason for taking out
life insurance is to compensate for the loss of income a death in the family would entail. By taking out children’s life insurance when they are in good health, you’re giving them protection that will stay with them for life.
Saving for your children's education
It’s easy to picture your children with a diploma in hand, ready to begin their career. Thanks to the registered education savings plan (RESP), you can help your children spread their wings.
RRSP or TFSA
Like registered retirement savings plans (RRSPs), tax-free savings accounts (TFSAs) also offer a significant range of benefits when it comes to saving for retirement.
How to grow your savings on a limited budget
We can never stress this enough: it pays to start saving early. Even on a tight budget, it’s possible to save little by little and see your money grow.
How much do I need for retirement?
Your goals, your health and your financial situation will all change as the years go by. The closer you get to retirement, the clearer your needs will become. It is therefore important to review your retirement plan from time to time to make sure you’re on the right track.
How to cover your expenses if you aren't able to work?
This insurance provides monthly benefit payments in case of disability. Some products provide income replacement, while others cover your loan repayments.
We Offer Different Financial Services
Our holistic approach addresses your current financial situation, future goals, and everything in between. Whether you're planning for retirement, saving for a child's education, or navigating life's unexpected turns, we're here to craft personalized strategies that align with your aspirations.
Hear From The People We Helped
Top-notch financial guidance & investment advice.
David
Reliable, highly recommend!
Julie
© 2024 Sarabjit Singh Chadha - All Rights Reserved
iA Financial Group is a trademark and another name under which Industrial Alliance, Insurance and Financial Services Inc. conducts its business. Financial Services Firm.
sarabjit.chadha@agc.ia.ca
514-621-9958