Simrit is a CERTIFIED FINANCIAL PLANNER^® professional with over a decade of experience helping individuals and families turn financial goals into realities. She obtained her Bachelor of Commerce from the University of Alberta. Simrit tailors wealth management, retirement planning, and tax efficient strategies using a personalized and strategic approach that aligns with each individual's unique vision for the future. 

With a strong foundation in financial planning and a commitment to continuous learning, Simrit consistently exceeds industry standards to deliver the highest level of service. Her expertise is matched by her unwavering dedication to transparency, integrity, and building lasting relationships based on trust. Simrit is especially skilled at breaking down complex financial concepts into clear, approachable advice—ensuring clients feel confident and informed every step of the way. 

When she’s not crafting financial roadmaps, you will likely find Simrit discovering local restaurants around the city with loved ones. On the weekends, Simrit and her husband enjoy spending their mornings playing their new hobby—pickleball!

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