Amandeep (Aman) Banwait
Financial Security Advisor
I am a financial security advisor and investment representative with Canada Life and Quadrus. My mission is to create wealth and financial security for LGBTQ + folks, new immigrants, people living with disabilities, retirees and young families.
I work with people in all income levels, from just starting out to entering retirement. My specialties include: saving for retirement, education or buying a home, wealth accumulation and wealth transfers, investment selection, small business, insurance products (life, health and disability) and tax-efficient strategies. I am licensed to work with clients in Ontario (investments and insurance) and Quebec (investments only).
I live in downtown Toronto with my partner and our cat named Gus.
Contact me today to learn more
How to find a financial advisor who’s compatible with you and your lifestyle
Aug 01, 2022 - Canada Life
There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...Read more
Tips for talking to a financial security advisor for the first time
Jul 25, 2022 - Canada Life
Does the thought of financial security planning feel like unknown territory?...Read more