Gurjeet S. Rai

Experience

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  Iron Financial Planning

  May 2008 - now

  President & Certified Financial Planner

  We are a financial planning firm specializing in customized plans for individuals, professionals and business owners. Our comprehensive planning approach provides our clients with financial security and peace of mind.“Relationship Builders”We believe relationships are built on trust, we take the time to get to know our clients to fully understand their needs and goals. As Certified Financial Planners we abide by a higher standard of professional conduct. With our technical knowledge, industry experience and comprehensive approach, we are able to help our clients achieve their financial goals.In our plans we provide the following solutions & services:• Protecting your family through insurance• Managing your investments• Creating a retirement plan• Cash flow management & reaching life goals• Tax Planning• Estate planning Show less

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  Networth Financial Corp.

  Jun 2017 - now

  Mutual Funds Representative

  Mutual Funds are offered through Networth Financial Corp. (NFC), member of the MFDA and MFDA Investor Protection Corporation. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the Fund Facts Sheets before investing. Mutual Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated. I am dual licensed for the sale of insurance products. As such, you may be dealing with more than one company depending on the products or services provided. NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. All other services are the responsibility of another licensed entity and not the responsibility of NFC. Show less