Find a CEA

Jigarkumar Patel

Jigarkumar
Patel is a graduate of Gujarat University with a bachelor’s degree in chemical
engineering.  He procured certification
as a Charter Life Underwriter (CLU) in 2021 and a Certified Financial Planner
(CFP) in 2022. Jigarkumar is a licensed insurance professional with extensive
knowledge of a variety of insurance products, specializing in life insurance
and living benefits.

Jigarkumar
is an experienced insurance advisor and, since 2016, the founder of A Saachi
Insurance and Investment Services Inc. With over 10+ years of experience in the
insurance industry, Jigarkumar has built a reputation for providing
comprehensive insurance solutions tailored to his clients' unique needs. He has
been working with PPI since 2010 as an advantage advisor.

Jigarkumar's
expertise lies in helping individuals & business owners navigate the
complex world of insurance, providing personalized guidance and support to
ensure they have the coverage they need at a price they can afford. His
commitment to his clients' satisfaction has earned him loyal and long-term
relationships.

Jigarkumar
acts as C.F.O. for his clients to provide estate planning, retirement funding
planning, corporate re-organisation and tax planning strategies. He has
established network of professionals - accountant, estate lawyer, money manger,
lenders to provide 1 shop solutions for his clients.

When
Jigarkumar is not working with clients, he enjoys spending time with his family
and is an avid watcher of films. 

Email: jigar@saachinsure.com

Cell: 647 403-5560

www.saachinsure.com

I am a graduate of St. FX University (B.B.A. 1982) and have been in the Financial Services Industry for almost 25 years. 

The focus of my practice is to provide my clients and their families with the support needed to achieve and maintain financial security.       

We offer Estate pre-planning services that bring together family members.

I am the owner of a senior move management and estate dispersal company in Victoria, BC.  We assist executors with tasks such as shipping to beneficiaries, preparing the home for sale, dispersal/sale of remaining household contents and connecting them with other services they require such as realtors, appraisers, lawyers, yard maintenance, etc.

I advise members on retirement, estates, and wealth building. Helping them save on taxes, debt, and maximize growth efficiency.

Sorting through the myriad of wealth management options has become a frustrating task for many investors. That, combined with the demands of everyday life makes it a difficult for individuals and families to dedicate the time to manage their wealth effectively on their own. Our clients appreciate the value of having a team of professionals to help them with their complete wealth strategy including Investments, Retirement Planning, Insurance, Estate Planning, Tax Planning and Education Funding. 

At Appleby Private Wealth Counsel we take an integrated approach to helping our clients reach their goals. That means bringing together your Investments and Insurance opportunities with your Retirement and Estate Planning goals. The resulting Wealth strategy is more efficient and less time consuming for you. All along the way, we will show you all your options, give you completely independent advice and work to reduce your fees. We'll help you establish your short and long term goals and make sure you aren't missing any important opportunities or risks. Your personalized investment plan combined with Insurance strategies will protect you and your family from unexpected events and help you reach your long term Wealth goals. We focus beyond the timing of markets by creating a personalized portfolio tailored to your objectives and risk and by adhering to our supremely disciplined process, asset allocation and re-balancing strategy.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 20 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 20 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

I specialize in comprehensive financial planning, tax planning, estate planning, and life insurance planning, with a commitment to bringing clarity and confidence to my clients’ financial futures. My focus is on creating personalized strategies that empower individuals and families to achieve their goals through a clear, tailored roadmap.

I hold an Oil & Gas Technologist diploma from Texas Tech University (2011) and have earned key certifications, including the Investment Fund in Canada (MFDA) designation from the Canadian Securities Institute (2018) and the Life License Qualification Program (LLQP) from the IFSE Institute (2020). These credentials reflect my dedication to professional growth and to delivering expert, trusted financial advice.

One of my proudest career achievements is developing customized financial plans that instill confidence and peace of mind in my clients. Outside of my professional life, I take great pride in my family, finding joy in traveling together and raising active, sporty children. I also enjoy recreational baseball and embrace the thrill of snowboarding in the mountains.

My guiding philosophy is to “turn fear into excitement,” a mindset that fuels my passion for seizing opportunities and inspiring others to do the same. By combining technical expertise with a client-first approach, I strive to make a lasting, positive impact on the lives of those I serve.