Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
5/5
★
based on 8 reviews
Contact Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
| Address : | 7565 132 St Unit 107, Surrey, BC V3W 1K5, Canada |
| Phone : | 📞 +77 |
| Website : | https://www.yogeshbansal.ca/ |
| Categories : | |
| City : | W |
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Jennifer Sears on Google
★ ★ ★ ★ ★ I have known Yogesh for nearly 20 years and there is no one I could speak more highly of. He is extremely intelligent, very well versed in a wide variety of industries and skills, quick, yet detailed and thorough. He is friendly, approachable and someone you can fully trust that will always have your best interests at heart. Yogesh truly cares for people he works with and has a proven track record. Through all of the years that I have known him, I have seen him handle everything from complex situations to stressful situations, and no matter what, he always works through things systematically and strategically, keeps a calm focused mind, and finds great solutions and results. He has a special way of finding opportunities in moments of uncertainty or change, and his positive, charming attitude and demeanour are a ray of sunshine. He is a strong communicator and has great follow up. If you are looking for a financial planner that has his finger on the pulse, the skills and knowledge to maximize your opportunities, and someone that is always working hard for you, then you have found him. Yogesh is the best at what he does and I would not trust
anyone else with my hard earned money or my family's future.
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Aadhith Raj on Google
★ ★ ★ ★ ★ Mr.Yogesh is very responsive and helpful. He will explain you the options well and let you make an informed choice rather than deceiving you to take the choice he wants you to make. I’m an extremely satisfied client and I will definitely recommend him to my friends.
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christa forrest on Google
★ ★ ★ ★ ★ Yogesh has been the missing piece to our financial goals success! He is so knowledgeable and gets things done like no one I’ve ever worked with before. He goes above and beyond and is always available when we have needed him.
My husband and I are so very impressed with Yogesh and his services as I financial planner. We would give him more then a 5 star review. We look forward to a lifetime of Yogesh by our side helping us achieve all our financial goals.
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suki kaur on Google
★ ★ ★ ★ ★ Mr. Yogesh is a professional for sure. I have appreciated his timely responses to all queries and a problem solver. He has made an effort to explain the all small technicalities and requirements making life easy for anyone.
I would highly recommend anyone to have a meeting with him. Communication skills are A+.
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shettysingh74 on Google
★ ★ ★ ★ ★ I have known Yogesh for many years. He is my family's financial planner. He manages our insurances and investments. He is really good at what he does and he very thorough in explains all of the options.
I also got the health insurance from him when my parents were visiting. He was very responsive and helped us with everything to go very smooth.
Definitely recommended.
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Jagatjot Singh on Google
★ ★ ★ ★ ★ I would highly recommend Yogesh Bansal for his insurance services and saving plans. He is very professional, extremely knowledgeable and exceptionally helpful. His advice always reflects what is best for his clients based upon their individual profile and circumstances. He is always quick and prompt in getting the work done. I appreciate his true efforts and sincerity towards his clients.
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Raj Parswanna on Google
★ ★ ★ ★ ★ Myself and my wife approached Yogesh Bansal for financial planning help. He gave us an undivided attention to our discussions, analyzed our situation in detail with numbers and demonstrated to us the solutions with different scenarios. Very knowledgeable, provided sound financial advice and highly recommend him. Thank you very much Yogesh!
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Celia Roberts on Google
★ ★ ★ ★ ★ We have known Yogesh for over 9 years. He has helped us with sound financial advice. His latest advise has saved us over 200k. This has helped our families greatly. I can consider retiring knowing that we do not have to worry about finance & that our adult kids will be able to achieve some of their financial goals.
He is nice to talk to always has time to listen & comment.
A Very big Thank You to Yogesh!
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