Harpreet Singh
Financial Security Advisor Offering Life, Health, Group Insurance and Investments @Desjardins Financial Security Independent Network
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WORK HISTORY
Financial Security Advisor Offering Life, Health, Group Insurance and Investments @Desjardins Financial Security Independent Network
As a part of Desjardins Financial Security Independent Network (DFSIN), we provide Risk Management Solutions to Business Owners, Families, Professional and Groups. DFS Independent Network partnership gives us access to most of the Canadian Life, Health and Travel Insurance companies to choose and select the most suitable products for our clients in this space. Some of the leading Life and Health Insurance firms we work with are; ManULife, SunLife, Empire Life, Desjradins, Canada Life, Equitable Life, Canada Protection Plan, Humania, SSQ, BMO, RBC, Industrial Alliance to name a few.Similarly, we have partnerships with leading travel insurers including ManuLife, GMS, Allianz, Travelance, TuGo, Destination Travel, 21st Century Travel and Travel Shield.In the group insurance space, we again use the major insurers like Sunlife, ManuLife, Canada Life, Empire Life, Desjardins, GMS, Equitable and Edge Benefits and more- I am Licensed for Life and Health Insurance in the Province of Ontario
EDUCATION
Algonquin College of Applied Arts and Technology
TALL - Teaching Adult Life-long Learners, Training, Adult Education
Institute of Productivity and Management
Post Graduate Diploma in Business Management, Marketing
Aston University
MBA, Business Administration
Kurukshetra University
Bachelor of Arts with Economics, Economics, Pubmic Administration, English
Aston Business School
Doctor's Degree, Business, Management, Marketing, and Related Support Services
Aston Business School
Master of Business Administration - MBA, Management and eBusiness
ABOUT HARPREET SINGH
You are in the business of helping your customers, taking care of your employees, and being present for your family. Yet you spend a lot of time worrying about your financial future and not enough energy building your business and enjoying what you.That’s where I come into your financial lives. A Nationally recognized, award-winning Behavioral Financial Advisor, part of the coveted MDRT, helping successful business owners like you to answer the ultimate Financial question,\"What if I die too early, and what if I live too long?\": Work hard & make a lot of money, but are still worried about financial future Need someone they Trust to help with their financial decisions Wish to create a clear, simple and actionable roadmap for their long-term financial plan Want a comprehensive, one-stop, personalized solution for all their financial concerns, & : Have no personal touch & thus do not understand their needs and the needs of their family Are focused on selling, commissions & bonuses without attending to their total financial situation Don’t focus on educating them about their financial plan and investment goals Present trendy and flashy investment strategies, but don’t produce long-term results & : Breathe knowing that your family is amply protected from the “what if’s” in life Relax as now you have a trusted partner & advisor in creating a dream financial future Stay calm to the ups & downs of the markets while spending more time on people/things you love Watch your legacy being built, for your family & community.My passion lies in helping you live stress-free and gain confidence in your financial decisions. I do this by breaking down your goals into small, achievable targets; build simple, yet customized financial plan; help you achieve financial peace to live life now, & after.If you are ready to take the first step (or a second opinion) to your simplified financial life, then let\'s schedule a 20-minute virtual coffee call at./
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