MAP
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Financial Planner
I look forward to being with you every step of the way to help you achieve your personal financial goals
13650 72 Ave Surrey, BC V3W2P3Map
I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold multiple degrees with majors in Finance and Economics. I also hold the Personal Financial Planner, PFP© designation offered by the Canadian Securities Institute© and the Certified Financial Planner CFP© designation offered through FP Canada©
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
In my role, I focus on four key areas:
1. Build net worth – Identifying investment solutions that align to my clients' evolving needs.
2. Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
As a Financial Planner, I am passionate and committed to helping my clients feel more confident in their financial future.
Thank you, and I look forward to working with you!
Punjabi, Engish
BA, BBA, CFP®, PFP®
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Empowering Polly to achieve financial success
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Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
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Creating a Legacy
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Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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13650 72 Ave, Surrey, BC V3W2P3
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