Amandeep Sangha

Financial Advisor @Carte Financial Group

Mississauga, ON, CA

WHAT I DOI am an independent wealth advisor and have an incredible depth of knowledge in the insurance and investments. I believe each individual is unique. I pride myself in developing customized solutions that are tailored to an individual’s situation that help in enhancing net worth through systematic planning and execution. I ROCK AT FINANCIAL PLANNING!HOW IT WORKSWe begin by gaining a general overview of household/business’ cash flow situation, assets and liabilities, tax brackets, investment beliefs, short term and long term goals. Based on the information gathered, we develop a comprehensive plan on how to use the cash flow to enhance the net worth. Once the plan is agreed upon by the client, we recommend products and solutions that kick start the execution process. The plan is reviewed for validity and relevance, annually as a minimum, or at a major life event in the household or business event.**.