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Bhavin Punjabi

Financial Planner

  • PFP®

"I go beyond building investment plans, I build personalized financial plans"

With over 10 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Masters  degree in Business Studies  from Middlesex University, England.

My commitment to continuous education has earned me the Personal Financial Planner designation conferred by the Canadian Securities Institute.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

LANGUAGES

English, Gujarati, Hindi, Punjabi, Urdu

EDUCATION

MBA, PFP®

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

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TD Economics

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Monthly Perspectives - The Bends

Fast and furious. These are the words that come to mind when I think of financial markets today. Just look at last year’s disorienting performance.

Monthly Perspectives Oct 2018

This publication puts the latest, top-of-mind issues into perspective.

Major Canadian Tax Deadlines and Dates

Important dates for you to know for 2018 tax year.

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