Satvinder Singh Ghotra

Satvinder Singh Ghotra Helping Business Owners and Medical Practitioners to identify their Financial Risks and suggesting s

Satvinder helps Medical Practitioners, Professionals, Small and Medium Business Owners to achieve their desired Financial Goals.

>>> You are always busy to help your patients and clients. You have little time to think and plan for your financial freedom.

>>>> Satvinder Singh is quick in getting your inputs, working on the inputs to analise your needs and goals.

>>>> He is ready with fine and cl

ear scorecard for your financial needs and goals. Have you thought about this:
> What income you will get if you don't work tomorrow?
> Will a Critical Illness affect your profession or business?
> Are you retirement ready?
> Is your estate planing in place? Call today to Satvinder to share your needs and goals. 403-437-4445

03/30/2026

$10 Million - Travel Insurance Only $85 | Satvinder Singh | Financial Security Advisor & Author

Protection Against High Medical Costs | Safeguarding Your Financial Investment

Medical Emergency | Annual/Multi-Trip Plans | Foreign Hospital Bills

So you can travel with peace of mind.


How this was made

03/21/2026

WILL is Important BUT Simple WILL Creates Family Disputes (In Punjabi) | Satvinder Singh Ghotra Financial Security Advisor

Learn how to creates Will in proper and fair distribution Assets in Canada | Satvinder Singh Ghotra Financial Security Advisor

Click the link to book a free appointment:
https://calendar.app.google/JJagu1TEHz6dEQ7v5

Why Will: Reduce Family Conflict, Tax Planning, Prevent Automatic Intestacy Rules, Appoint Guardians for Minors, Appoint an Executor, Protect Common-Law Partners etc.

03/20/2026

Click the link to book a free appointment:
https://calendar.app.google/JJagu1TEHz6dEQ7v5
Taxes Saving strategies for Business Owners | Satvinder SIngh Ghotra Financial Security Advisor
Tax saving Tips for Canadians

03/06/2026

Click the link to book a free appointment:
https://calendar.app.google/JJagu1TEHz6dEQ7v5
Taxes Saving strategies for Business Owners | Satvinder SIngh Ghotra Financial Security Advisor
Taxes Saving strategies for Business Owners | Satvinder SIngh Ghotra Financial Security Advisor & Author | Canada

Tax saving Tips for Canadians

02/25/2026

What is First Home Savings Account | Satvinder Singh Financial Security Advisor & Author | Canada

FHSA - First Home Savings Account (FHSA) is a registered Canadian plan that allows first-time home buyers to save up to $40,000 for a home purchase tax-free.
It combines benefits of an RRSP and a TFSA: contributions are tax-deductible, and qualifying withdrawals for a home purchase are tax-free.

Who is eligible for FHSA in Canada?
Canadian residents who have a valid SIN up to the end of the year you turn 71, who have earned income and filed an income tax and benefit return. Some financial institutions may require customers to be the age of majority.

Tax Benefits
Withdrawals: Qualified withdrawals to purchase a first home are non-taxable.

02/22/2026

What is Kids Insurance? Satvinder Singh Ghotra Financial Security Advisor & Author
Kids' insurance—including life, critical illness —is designed to protect families from financial catastrophe in an emergency, cover unexpected medical expenses not paid by provincial plans, and secure a child's future insurability. It provides, at low cost, funds for funeral costs, time off work to grieve, or specialized care for illnesses.
Primary Reasons:
Financial Security for the Unexpected | Guaranteed Future Coverage (Insurability) | Affordability | Cash Value Accumulation and More

Leadership doesn’t happen by chance — it’s built through consistency, resilience, and vision.In this feature, ✪Satvinder...
02/22/2026

Leadership doesn’t happen by chance — it’s built through consistency, resilience, and vision.

In this feature, ✪Satvinder Singh Ghotra✪, Regional Vice President in Calgary, shares the journey and mindset that have shaped his leadership within Lifewise Financial Group.

Leadership doesn’t happen by chance — it’s built through consistency, resilience, and vision. In this feature, ✪Satvinder Singh Ghotra✪, Regional Vice President in Calgary, shares the journey and mindset that have shaped his leadership within Lifewise Financial Group. His impact on our MGA...

02/16/2026

Legacy Plan - Buying life insurance for your grand kids | Satvinder Singh Financial Security Advisor | +1 403-437-4445

Also Primarily secures their future insurability, allowing them to lock in low rates and guarantee coverage for life, regardless of future health issues. It acts as a long-term financial tool, often building cash value that can be used for education, a first home amd more.
Main Reasons: Guaranteed Insurability, Lower Premiums, Cash Value Growth, Financial Protection & Flexibility, Transfer of Ownership

02/04/2026

02/03/2026
02/02/2026

Tax Free Retirement Income will make your retirement more pleasant. If you are a Business Owner, Doctor, Dentist, or a Self Employed then click the the link below to set up an appointment to discuss how you can get the Tax Free Retirement Income.
https://calendar.app.google/vosfSdQYtW1P6ZdG9

Last date to contribute in RRSP is 2nd March 2026
01/31/2026

Last date to contribute in RRSP is 2nd March 2026

Address

Calgary, AB

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 9pm
Friday 9am - 8pm
Saturday 11am - 5pm
Sunday 10am - 5pm

Telephone

+14034374445

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Our Story

I listen and understand your financial needs, wants and goals. I take time (normally 48 Hours) to make a financial solution accordingly. I have worked with many persons of your profile.