GET A
Personalized Financial Plan
which can turn someday into today
If you can dream it, you can live it.
Stop for a moment and ask yourself, “What are the things that really matter to me?” The answers are likely to go far beyond stocks, investing and money. They might include your family, legacy, values and more. So go ahead, bring us all your challenges and ambitions.
Because, no matter what comes your way, we re-imagine advice to turn your possibilities into a plan - for you, your family and the world.
Wealth Planning
Instead of starting with your finances, I begin with you-designing your plan around your priorities to help you reach your goals while protecting everything you’ve worked so hard for.
- A personalized program that brings all aspects of your financial life together
- A wide range of financial options and strategies tailored to your life and goals
- Your go-to financial expert who helps keep your big picture, and dreams, in focus


Insurance
Life is unpredictable and Life Insurance solutions help ensure that your family is financially protected and that you have peace of mind. We help protect your family and keep your goals on track with insurance designed to give you financial flexibility, protect your income, and more.
- Critical illness insurance
- Disability insurance
- Creditor insurance
- Insurance for small business
Investments
We show you how to make smart money moves, no matter what the markets do—giving you the confidence to go for your dreams.
- Investment and Retirement strategies
- Education and Estate Planning
- Wealth Management
- Quarterly touch base
- Weekly newsletters and regular market commentary

Mortgages
Purchasing a home is an important decision and you should be confident about your investments. I will work with you personally to offer you valuable insight throughout the process, save you time and find the mortgage that best suits your situations.
- New Mortgage
- Mortgage Renewal
- Mortgage Refinance
- Self employed mortgage
- First time home buyer mortgage
- Commercial Mortgage
Visit my mortgage website for more info
We’re here to help.
What you get with us:
- A judgment-free, pressure-free environment
- Jargon-free conversations
- Help seeing your financial blind spots and ways to account for them
- Answers to the questions you have, and ones you never knew you had
How can you reach us:
A phone callSend an emailSchedule a meetingRequest a call back
SECURE the LIFE you LOVE:

Grow your money on fast track
Build a personalized wealth plan. We take the time to understand your values, concerns and aspirations.

Get a life insurance quote
Get the life coverage for you and you're loved once deserve it. Our quotes are Quick, personalized and with no obligation.
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See what customers are saying about us...
EXCELLENT Based on 3 reviews Posted on Vaibhav DahiyaTrustindex verifies that the original source of the review is Google. Manny recently helped me buy travel insurance for my parents. His knowledgeable advice allowed me to choose the best and most reasonable option from the various choices available through him. Manny has a wealth of experience working in financial services, and this definitely shows up in the advice and recommendations he provides. Will surely recommend his services for investment and insurance needs.Posted on Kids Playtime TVTrustindex verifies that the original source of the review is Google. I had a pleasure dealing with Manny for me and my wife’s life insurance and also for the supervisa insurance for my parents. Manny took time to explain me all the options and provided his recommendations about the plan which was the best for us. He is very knowledgeable and polite. I will highly recommend him for your insurance needs. He works with multiple life insurance companies and can get you most affordable options.Posted on gaurav kalyanTrustindex verifies that the original source of the review is Google. Manny Sandhu is highly experienced in financial services. I would definitely recommend his financial advice.

