Few words about us

Sunil Chugh - Certified Financial Planner

Mississauga - GTA based Financial Planner Helping Clients Achieve Financial Prosperity

Sunil Chugh has been helping businesses, individuals and families across GTA with financial services since 1990. He assists his clients with financial planning, insurance solutions, retirement planning, tax preparation, estate planning, educational fund planning, and similar services. Sunil takes pride in catering to a diverse group of clientele and serving their unique financial needs by offering custom planning advisory services. Sunil started his career as an insurance agent back in the early 90s. During his tenure as an insurance agent, he enjoyed great success by helping clients select the best available insurance plan. It is during that period, he realized that his strength lied in gaining deep understanding of clients' unique needs and offer advisory services. Positive feedback from his clientele and counterparts motivated him to launch his financial advisory firm in the year 2000. Today, the Mississauga-based firm is recognized as a trusted financial services partner by many businesses, individuals and family.

Sunil's vast industry knowledge and experience make him stand-out as a financial adviser. The financial services industry continues to evolve with new technology, methodology, and regulations. In order to serve his client the best of the industry experience, Sunil is equal to the task by continuously updating his practices to meet the evolving industry trends and client needs.