Ph: 780.328.2562 ext 101 Fax: 780.328.2568 Jaspal Mundi is the Branch Manager and a Certified Financial Planner (CFP®) with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, he has been his clients’ primary Wealth Manager. Jaspal meets the financial needs of high net-worth individuals, successful professionals, business owners and retirees who are serious about their financial future. Through a sincere promise to understand your needs and dreams, Jaspal and his team of Certified Financial Planners will partner with you to develop personalized solutions for your financial well being. Experienced in developing comprehensive wealth management strategies, he will help you make wise financial decisions throughout your lifetime so you can live the life you always wanted. He understands that along with a comprehensive written Wealth Management strategy, you require a trusting relationship with a team of competent and caring professionals who will always place your needs first. Drawing from the talents and specializations of his team and other professionals, he will develop your Personal Wealth Management Strategy ™ and integrate the areas of investment, tax, insurance, retirement and estate planning into a comprehensive, personalized plan. For corporate clients he works with his team to provide group benefits plans, corporate estate transfers and group RRSP plans along with a variety of other corporate solutions to help with employee retention and the growth of your business. He continues to upgrade his knowledge on a regular basis and believes in being actively involved in the wealth management industry. An accomplished speaker and educator, Jaspal works with his team to offer seminars to individual clients, corporations, professional associations and public groups. In his spare time he enjoys outdoor activities and is an instructor at Yoshinkan Karate Ltd. in the Strathcona community. Jaspal and his family have been part of the Edmonton community since 1982. Click here to see what services we have to offer.
Insurance products offered under the personal life license of Jaspal Mundi.