At Agam Singh Financial, we offer a comprehensive suite of services to help you navigate every aspect of your financial journey. Our expertise includes Financial Planning, where we provide tailored strategies like FHSA and TFSA to meet your unique goals. Our Retirement Planning services ensure a secure future with options like RRSPs and RRIFs. We also offer Investment Management, Insurance Solutions, and Tax & Estate Planning to protect and grow your wealth.
Financial Planning Services
At Agam Singh Financial, we offer personalized financial planning services to help you achieve your long-term goals and manage your wealth effectively. From saving for your first home to managing your estate, our expert advice ensures your financial success.
First Home Savings Account (FHSA)
We help first-time homebuyers maximize savings with tax-efficient FHSA strategies, making homeownership more attainable.
Tax-Free Savings Account (TFSA) Strategies
Our TFSA strategies enable you to grow your savings tax-free, optimizing your financial returns while minimizing tax burdens.
Tax-Free Savings Account (TFSA) Strategies
Our TFSA strategies enable you to grow your savings tax-free, optimizing your financial returns while minimizing tax burdens.
Life Income Funds (LIFs)
Secure lifetime income post-retirement with LIFs, offering stability and peace of mind as you enjoy your golden years.
Investment Management Services
Our investment management services are designed to grow your wealth and secure your financial future through diversified and expertly managed investment portfolios.
Non-Registered Investment Accounts
For flexible investing, we provide guidance on non-registered investment accounts, allowing you to take advantage of a wide range of investment options.
Retirement Planning Services
We provide comprehensive retirement planning to help you secure a stable income and comfortable lifestyle throughout your retirement.
Locked-In Retirement Accounts (LIRAs)
Preserve your retirement savings for future income with a Locked-In Retirement Account (LIRA), ensuring financial security.
RESP (Registered Education Savings Plan)
We help families save for their children’s education through RESP plans, with contributions growing tax-free until needed.
RRIFs (Registered Retirement Income Funds)
RRIFs provide a steady income stream during retirement, offering flexibility in how and when you withdraw your funds.
RRSP (Registered Retirement Savings Plan) Advisory
Our RRSP advisory service helps you maximize your retirement savings through tax-deferred growth and strategic investment choices.
Insurance Planning Services
Our insurance services provide peace of mind by offering protection for you and your family against life’s uncertainties.
Life Insurance Solutions
We offer life insurance plans that provide financial security for your loved ones in the event of unforeseen circumstances.
Critical Illness Insurance
Protect your finances with critical illness insurance, covering major health conditions and providing financial stability during tough times.
Disability Insurance
Ensure continued income in the event of disability with our comprehensive disability insurance coverage.
SuperVisa Insurance Solutions
We offer SuperVisa insurance for parents and grandparents visiting Canada, ensuring their medical needs are covered during their stay.
Comprehensive Travel Insurance
Travel with confidence knowing you are covered with our comprehensive travel insurance for both domestic and international trips.
Tax Planning Services
Our tax planning services help you reduce your tax liabilities and maximize your financial efficiency through strategic planning and expert advice.
Estate Planning
Ensure your wealth is preserved for future generations with our estate planning services, which focus on the proper management and distribution of your assets.