An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions. Using a Whole Person Holistic Approach with each person to meet their unique goals.
The Real Estate journey, whether in Sherwood Park or beyond, often evokes anxiety. As a dedicated guide and a trusted realtor, I erase those fears. With a proven and simple approach, I demystify real estate, leading you and your family to a successful outcome. My focus on estates and Executors comes from both personal and work experience, developing a full concierge program to help guise executors through the process after a loss.
I have built QWFS with a vision to be one stop shop. To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren. We are looking to provide the knowledge, the long lasting relationship and an opportunity to have the comfort to know that the plans we have made for the clients, we can assist in executing at death
Sanjay Gupta had a passion for "Financial Freedom for all" and made this his PURPOSE and then his life's PROFESSION.
Equipped with a wealth of experience in attracting and retaining customers and building long-term relationships with ETHICS with UNBIASED and Comprehensive Financial Advice, he is growing exponentially with a team to be proud of at Mode Money Managers Inc.
Every client is a VIP and gets the utmost care and diligence with a relationship that has cascaded to even the next generation for many.
Blessed to have high-net-worth clients in Canada and overseas and humbly managing millions in investments with the right advice to families for Insurance, Risk mitigation, and Life dreams.
We strive to continuously update, upskill and upgrade ourselves to a good understanding of the world financial markets and welcome the change we want to have for Financial Freedom for ALL.
Dedicated to helping my clients and their families reach their financial goals and providing knowledge and the means to protect them and their families futures.
Financial Advisor Assistant, Amanda brings a vibrant energy and a wealth of diverse
experiences to Raymond James. A graduate of the University of Calgary with a
Bachelor of Fine Arts, recently completing her licensing with the Canadian Securities Institute, Amanda infuses her creative perspective into her work, always striving to bring the best solutions forward.
Hailing from Calgary, Amanda's
roots run deep in our community. She's happily married to her high school
sweetheart and is a devoted parent to two young children. When she's not assisting
clients or crunching numbers, Amanda can be found indulging her passions,
whether it's striking a pose in yoga, perfecting her swing on the golf course,
or crafting unique artwork from reclaimed wood.
With Amanda's dynamic
background and unwavering dedication, she's an invaluable asset.
I work for one of the largest Credit Unions in Manitoba