A message from the founder,

Sim Gakhar

CHS, EPC, CEA, MFA-P, RWM, FEA, DMA™ 

Successful, self-employed professionals and business owners who are too busy working in their business don’t have much time left to work on their business and their future direction for growth. I help clients stay focused on building their business so they can grow their retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – their families.

Born to parents who were teachers, I have always been a strong believer in education, and I continue to earn professional designations to become more effective for my clients. I currently hold various industry designations including CHS, EPC, CEA, MFA-P, RWM, DMA™ and FEA. Investing for the future is one of the most important things people can do for themselves and their families. I am a proud, independent advisor, working alongside HUB Financial, one of Canada's leading insurance MGAs.

I am the Country Chair for Million Dollar Round Table (MDRT), which is the The Premier Association of Financial Professionals. It is a global, independent association of the world's leading life insurance and financial services professionals. I'm proud to represent Canada as a Country Chair. I am also an active member of Advocis, the Financial Advisors Association of Canada, and CALU, the Conference of Advanced Life Underwriting.

I love to give back to the industry and speak at various industry platforms all over the world by sharing my knowledge with fellow advisors.