Helping individuals, self employed, corporations and businesses in

Taxation, Insurance & Financial.

Helping individuals, self employed, corporations and businesses in

CAREER

Operating CanadaWide (except Quebec)

Financial, Tax & Insurance Consultant

Helping individuals, small business owners save taxes, plan retirement, mitigate risk, better manage their investments, have assured estate preservation and be a confident decision taker of their lives!

Meet Your Consultant

Being a successful founder for a Tax Filing Company "TaxClaims" and a Full Service Independent Insurance provider company "InsuredYou" gives him an extra advantage of being digitally present 24x7 for you, providing tax and insurance services Canada wide. Being a partner with all major insurers Canada wide gives him a better advantage over other professionals in this industry to give his clients a seamless service related to the Financial, Insurance & Tax Industry.

With around 30years of combined work experience working in Financial, Insurance & Taxation industry, a graduate of York University with an MBA, it gives him a better edge to provide a holistic advice and service as per your personal needs while extracting the best out from all these three industries.

  1. Objective Advice

  2. Client-Centric Approach

  3. Transparency

  4. Comprehensive Financial Planning

  5. Access to a Broad Range of Products

  6. Knowledge and Expertise

  7. Impartial Guidance on Taxation

  8. Long-Term Relationship

  9. Risk Management

  10. Customized Solutions

  11. Holistic Financial Planning

  12. Investment Management

  13. HIPAA Compliant Portal

Why work with ME

  1. Objective Advice

  2. Client-Centric Approach

  3. Transparency

  4. Comprehensive Financial Planning

  5. Access to a Broad Range of Products

  6. Knowledge and Expertise

  7. Impartial Guidance on Taxation

  8. Long-Term Relationship

  9. Risk Management

  10. Customized Solutions

  11. Holistic Financial Planning

  12. Investment Management

  13. HIPAA Compliant Portal

  1. Objective Advice

  2. Client-Centric Approach

  3. Transparency

  4. Comprehensive Financial Planning

  5. Access to a Broad Range of Products

  6. Knowledge and Expertise

  7. Impartial Guidance on Taxation

  8. Long-Term Relationship

  9. Risk Management

  10. Customized Solutions

  11. Holistic Financial Planning

  12. Investment Management

  13. HIPAA Compliant Portal

  1. Objective Advice

  2. Client-Centric Approach

  3. Transparency

  4. Comprehensive Financial Planning

  5. Access to a Broad Range of Products

  6. Knowledge and Expertise

  7. Impartial Guidance on Taxation

  8. Long-Term Relationship

  9. Risk Management

  10. Customized Solutions

  11. Holistic Financial Planning

  12. Investment Management

  13. HIPAA Compliant Portal

Working as a completely independent (and 100% remote post COVID) Tax and Financial Consultant gives him the capacity to offer around the clock solutions, products and services which are in the best interest of my clients. Working with families and business owners to help them save taxes and achieve their financial goals with estate preservation in mind is also a part of my service.

Have an unbiased customized information (no obligation to buy) for your case / concern / questions / requirements over a paid consultation call and be assured to get all the relevant information you need to make your independent decision for your case / concern / questions / requirements.

He could work with you based on a paid consultation call (reimbursable*) initially where there is no obligation to buy anything. You could ask any amount of questions related to your query for the time period you book with him.

Working in the Financial industry for the past 2 decades are a rich solid experience which he utilizes to coach new immigrants and selected individuals with Canadian experience, hand holding them for their training, new business and success to become independent and self financially sufficient. His coaching covers all the 3 related industries. i.e. Financial, Taxation & Insurance.

MBA-IIM(C), LOMA, ALU, LLQP, CSC, RIBO, CFP (contd...)

* Fee could be reimbursed and amount depends upon the product.

Reviews for Consultancy

Reviews for TaxClaims

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Having

Questions, a Case, a Concern or a Requirement

Proudly working 100% remotely in Canada, Post COVID-19

@ Consultant Manpreet. All Rights Reserved 2020.