About Simran

Simran is a finance professional with over four years of experience in banking and wealth management, supporting clients through thoughtful, long-term financial decisions.

Her approach centers on tailored investment strategies, retirement planning, and holistic financial guidance—designed to align with each client’s goals, values, and stage of life. She believes financial planning should feel clear, grounded, and intentional, not overwhelming.

Previously, Simran served as a Senior Financial Advisor at Scotiabank, where she consistently ranked among top-performing advisors across British Columbia and was part of an award-winning team recognized for excellence in client experience and sales performance.

What defines Simran’s work is her ability to build trust-driven relationships and translate complex financial concepts into clear, actionable guidance. She is known for delivering personalized solutions with care, precision, and discretion. Alongside her client work, Simran has led coaching sessions and workshops, mentoring new advisors as they develop confidence and professional excellence.

Credentials & Certifications

Credentials are more than letters—they are a mark of expertise, integrity, and trust. Each certification reflects rigorous training and a commitment to delivering financial guidance that is both precise and personalized.

Personal Financial Services Advice (CSI)
Ensures advice is thoughtful, compliant, and entirely centered on your goals.
Financial Planning I (CSI)
Provides a foundation for crafting strategies that balance ambition, risk, and long-term vision.
Registered Retirement Financial Advisor (RRFA)
Specializes in designing retirement plans that offer security, flexibility, and confidence for the years ahead.
Canadian Investment Funds Course (CIFC)
Confirms expertise in building portfolios that are sophisticated, strategic, and aligned with your objectives.

With these credentials, every recommendation is informed, reliable, and tailored to your life, giving you the clarity and confidence to move forward with purpose.