Geet Chawla

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Geet Chawla

Senior Investment Advisor

CPA, CMA

BBA (Hons)

Sound investment advice built to help weather all market conditions

Phone

Office

(905) 456-2760

Office Location

201 County Court Boulevard Suite 402 Brampton, ON L6W 4L2. map

Certificates

CPA, CMA

BBA (Hons)

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.