Jaspal S. Mundi, B.Comm., CFP®Senior Financial Planner
I’m a SENIOR FINANCIAL PLANNER with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, I've been the primary Wealth Manager for my select clients. I help meet the financial needs of select high net-worth individuals, families, successful professionals, business owners and retirees who are serious about their financial future. Through a sincere promise to understand your needs and dreams, my Personalized Wealth Team and I will partner with you to develop personalized solutions for your financial well being.
I continue to upgrade my knowledge on a regular basis and believe in being actively involved in the community. I help run the annual SuperMun Charity Golf Tournament to raise funds for great work done by various local & national charities.
In my spare time I enjoy outdoor activities such as running, hiking, camping & biking. I've been part of the Edmonton community since 1982 and love spending time in our beautiful river valley throughout the year.
Ph: 780.328.2562 ext 101
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Insurance products and tax consulting services available through Jaspal Mundi and Personalized Wealth Strategies.