Bharat Singh, CFP

Certified Financial Planner
Investment Representative

I help and guide achieving financial security for you, your family, and your business. VISION: • My valued clients will have well defined goals and will be serious about creating and preserving multi-generational wealth. • My primary focus will be honoring the client-advisor trust covenant. • I will provide comprehensive financial planning products & services directly or through affiliated experts. • My clients will consider me their best source of financial advise. VALUES: • I put our client’s interests ahead of our own at all times. • I give back to the community, in both time and dollars. • I act with integrity and competence. • I all work to a common purpose and vision. • My motto: Live, Laugh, Love & Learn.

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Recent posts

Do you need individual health insurance?

Apr 01, 2021 - Freedom 55 Financial

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

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Focusing on personal investments is crucial for small business owners

Mar 27, 2021 - Freedom 55 Financial

If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...

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How to make an impact with strategic charitable donations

Mar 15, 2021 - Freedom 55 Financial

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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