Yogesh Bansal CFP; CPA, CGA Financial Planner

Home
Canada
Surrey, BC
Yogesh Bansal CFP; CPA, CGA Financial Planner

Directions Website

CPA®, CGA®; CFP® - Putting knowledge and experience to work for you to achieve your Financial Goals.

My practice specializes in helping Canadians families, business owners and incorporated professionals with all areas of their financial planning needs resulting in achievement of their goals and objectives though a client-centered approach, whereby my knowledge of planning tools is utilized. I am a Certified Financial Planner (CFP) and working full-time as a Financial Planner. I also hold the designation
of CPA, CGA (Chartered Professional Accountant), which helps me implement crucial Tax Planning, Retirement
Planning, and Estate Planning strategies in building and implementing your plan.

10/28/2026

Most people only ever see half their financial picture.
Watch till the end.

10/22/2026

Your child is ready for school. Is their future ready too? Start an RESP early and let the grant work for you.

10/20/2026

This Dussehra, burn the Ravan nobody talks about. Which head are you burning first?

10/18/2026

Did you know BC offers its own grant on top of the federal one? It's real, but it doesn't come automatically. You have to apply. Watch the video to find out how.

10/12/2026

Before the pie, 4 questions every family should ask at the Thanksgiving table. Swipe through and see how many you can answer with confidence. Happy Thanksgiving.

10/12/2026

Deemed disposition. Two words most families in Canada hear for the first time after a loss. Your assets are considered sold on the day you die, and the tax is due before your kids see a dollar. Is your plan ready for that day?
Watch the video.

10/09/2026

Buying travel insurance for your parents online? Same price as going through an expert — but with an expert, you get the right advice upfront and real support if something goes wrong later. Why risk it?

Address

107, 7565 132 Street
Surrey, BC
V3W1K5

Website

https://yogeshbansal.ca/

Alerts

Be the first to know and let us send you an email when Yogesh Bansal CFP; CPA, CGA Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.