Mr. & Mrs. Singh – Surrey, BC (client since 2014)

Posted on December 6, 2015

I was referred to Raza Sartaj by a work colleague after having discussed our financial situation. Raza immediately contacted us to arrange a first meeting just as a ‘meet & greet’.

In meeting Raza we found he was more professional and detailed than others, and on top of that, very personal. We were asked the question ‘What are your goals in the next 5 years’? We wrote down our goals and went through them one by one.

On each of our goals, Raza discussed several options for us to consider and they made a lot of sense for our future investment. After several meetings we have now set up our RESPs for our children, insurance investment and TFSA account to support us with our future goals. We are very confident and stable knowing that we are investing in our children’s futures and we will achieve our goals within our time frame.

We have put full confidence in Raza for his support & continuous advice and appreciate his well-rounded approach.


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