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About Us


We Provide Estate & Tax Service For You & Your Business.

I am your trustable financial advisor, and I assist my clients in achieving their financial goals by combining my knowledge and expertise.

Varinder Kalia


If You Need Help, Get A Consultation

If You Need Help, Get A Consultation

About Virender Kalia

Varinder Kalia provides clients with comprehensive financial planning strategies that foster wealth accumulation, tax deferrals, and planning for efficient transfer of business on retirement or upon death.

Providing, Income Protection Plans & Risk management solutions; Mortgage lending; Retirement and Estate Planning, including Wills, POAs for Property and Personal Care
Doing Individualized Investments, RSP, RESP, TFSA; Annuity & other guaranteed Investments

Varinder entered the financial services profession in the late 2010s. Since then, he has seen many different markets and has developed a speciality in working with retirees and those about to retire, He also works in the field of Estate & Tax Planning.

He is also licensed to sell insurance products. He is a member of the FP Canada, Advocis, STEP Canada, and Registered Retirement Institute.

The Benefit to the client:
The most widely recognised financial planning designation in Canada and worldwide, the Certified Financial Planner® designation, assures Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.

There are approximately 17,000 CFP professionals across Canada, part of an international network of more than 175,000 CFP professionals in 26 territories worldwide

CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture at the highest level of complexity required of the profession and work with their clients to build a financial plan to live life Confidently™.

To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam and demonstrate three years of qualifying work experience. To maintain certification, CFP professionals must keep their knowledge and skills by completing 25 hours of continuing education each year. They must also adhere to the FP Canada Standards Council™ Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP professionals place their clients’ interests first. The Standards Council vigilantly enforces these standards.

The areas I specialize inFinancial PlanningInvestment PlanningWealth Management Estate PlanningRetirement PlanningCritical Illness InsuranceLong-Term Care InsuranceSuper Visa

I educate my clients by providing them with transparent information and personalized attention as I believe that every client is unique. Therefore, I tend to present my clients with tangible options and help them make the best decision for their specific requirements. In addition, trust & quality are priorities for me, as I strive to build lifetime relationships.


Meet With Experts

We are a team of dedicated professionals ready to do whatever it takes to help you grow.

Varinder Kalia

Tax & Estate Planner

Kartik Bansal

Senior Advisor

Priyanka Sharma

Financial Consultant

Still Got Hesitations? Free Consultations with No Obligations.

The first step toward building your financial plan. Contact us today and get started on your short- and long-term financial plans.