About me
My name is Manmohan (Manny) Sandhu. I have over 17 years of experience in working with financial service industry. Helping one client at a time to achieve success and their financial goals through tailored plan. These financial plans include investment and retirement planning, education planning, tax minimization strategies, advice on life insurance for individuals & businesses, will and estate planning needs.
Work Experience: I have worked with Scotiabank as a financial planning professional for eight years. Prior to that I have worked as a whole seller in various mutual fund companies in India for over 9 years.
Education: I am an B.Comm, and MBA graduate. I have completed diploma in financial planning from CIFP and successfully completed CFA level 1.
I am managing investment portfolios & advising high net-worth clients for financial planning, their investments and insurance needs in Alberta.
Discover the Power of Independent Thinking
Independent thinking is part of my DNA – just as it’s deeply embedded in the DNA of our independent financial advisors. We offer only third-party financial products and provide sound financial advice tailored to your unique needs.
When you partner with me, you will receive the personal attention. I will create and execute a customized financial plan designed to meet your current needs and provide for your future. We continually monitor our clients’ portfolios to protect their assets while maximizing opportunities for growth. That’s our commitment to you.
Need Advice?
Are you reviewing your investment plan or wealth plan for retirement? I encourage you to contact me to arrange a no-obligation meeting to discuss your options.
Whether you need advice on your investment portfolio or on protecting your life and your loved ones, I am here to help.
I am a financial advisor specializing in wealth management and insurance, licensed in Alberta, Canada and have contract through Experior Financial Group and Carte Wealth Management.
Products and services mentioned on these web pages are only for the residents of Alberta. Please consult the sales restrictions relating to the services in questions for further information.
Insurance and investment advisory services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business. and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer.
Our trusted partners with whom I personally have contract with, through Experior Financial Group.
- iA Financial Group
- LaCapitale
- SSQ
- Allianz
- Humania Assurance
- Neo Financial
- Green Shield Canada
- Destination Travel Group
- Travelance
- Assumption Life
- B2B Bank
