Sanjay

Sanjay Helping Clients Achieving Their Financial Freedom for life. I believe helping clients achieve their goals takes careful planning.

Throughout our lifetime, financial emergencies, health crises and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to help them understand these risks regardless of when they might occur. I work with clients to create a financial security plan that addresses their concerns in four key areas: financial securi

ty at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes:
• Gaining a clear understanding of clients’ goals and dreams

• Analyzing their situation and identifying gaps

• Building a financial security plan to help them achieve their short- and long-term goals

• Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

02/24/2024
Did you know that having life insurance gives you lifelong protection and value you can access for cash? Reach out to le...
06/04/2022

Did you know that having life insurance gives you lifelong protection and value you can access for cash? Reach out to learn more!

Strong, flexible and built on a foundation of guarantees, participating life insurance gives you lifelong protection and value you can access for cash.View a...

05/31/2022

Buying a home is probably one of the most important investments you'll make in your lifetime. 🏡

I can put you in touch with a credit planning consultant that will help you find the right mortgage for your financial plan and needs.

Reach out!

Do you need life insurance after you retire? There are some questions you need to ask yourself before deciding. ow.ly/Wl...
05/30/2022

Do you need life insurance after you retire? There are some questions you need to ask yourself before deciding. ow.ly/WlOj103Hv7p

If you’re struggling to settle your , the Snowball method might be the answer.
05/27/2022

If you’re struggling to settle your , the Snowball method might be the answer.

Taking a break is one way to relieve stress during the day. Whether you feel tired or overwhelmed, here are some other i...
05/27/2022

Taking a break is one way to relieve stress during the day. Whether you feel tired or overwhelmed, here are some other ideas to help.

Stress might look different to you than for others. We can help you figure out a way to stay on top of it.

02/19/2022

🚨Last chance!🚨
You could save 10% or 15% on a new qualifying Canada Life My Term policy for applications received by Mar. 6, 2022. Reach out today! ow.ly/QPGB103kTPQ

01/17/2022

You can still save on term life insurance!

We’ve extended our term offer. Now, new qualifying Canada Life My Term policies with applications received by March 6, 2022 can save 10% or 15%.

Learn more about this offer: ow.ly/QPGB103kTPQ

Address

60 Osborne Street North
Winnipeg, MB
R3C1V3

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 11am - 5pm

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