Yogesh Bansal CFP; CPA, CGA Financial Planner

Yogesh Bansal CFP; CPA, CGA Financial Planner

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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 desi

09/08/2026

Right account, wrong order is still a mistake. Let's map yours out.

08/21/2026

Every beginner asks this. Almost nobody explains it simply.
TFSA and RDSP, in plain English.

08/12/2026

Contributed $25,000. Account is now worth $40,000.
Can you still put in the other $15,000?
The answer surprises most Canadians.

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Location

Address


107, 7565 132 Street
Surrey, BC
V3W1K5