Gurman Arora
Senior Financial Planner & Associate Portfolio Manager @Mld Wealth
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WORK HISTORY
Senior Financial Planner & Associate Portfolio Manager @Mld Wealth
CA
EDUCATION
Canadian Institute of Financial Planning
Diploma in Financial Planning
Humber College
Hospitality Management, Hotel, Revenue Management
SKILLS
ABOUT GURMAN ARORA
Senior Financial Planner helping clients navigate complex financial decisions with clarity, structure, and confidence.I specialize in comprehensive planning across wealth, lending, tax, and estate considerations, supported by CFP, CIM, TEP, CLU, and RRC designations. My approach is practical and disciplined, focused on building strategies that hold up over time, not chasing short-term outcomes.Clients value my ability to simplify complexity, assess risk thoughtfully, and provide advice that’s grounded, transparent, and aligned with real-world goals. I work closely with individuals, families, and business owners through growth, transition, and long-term planning.
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