at 1940 Steels Ave E, Brampton, L6T1A7 Canada
Anup Bobby Kakkar has been providing financial planning, estate planning, retirement planning and education planning in the community.
I emphasize the need to have a structured plan in place that could help you achieve your goals.The most important aspect of the whole planning concept is that the plan that not only meets the requirements but also is easy and simplified enough to understand and comfortable for the client. My goal is to increase and preserve the wealth that is already built up; provide for retirement and disability, minimize income taxes, ensure proper distribution of your assets and minimize estate taxes and transfer fees. As a Certified Financial Planner® professional, I am committed to putting client’s interest first in his ethical business practice. My financial planning work experience coupled with sound strategies can help individuals and business owners plan and achieve their financial objectives. Being a Chartered Life Underwriter, allows me to structure complicated estate planning cases and understand complicated insurance structures for business buy sell etc. I have a full range of insurance products that guarantees the awareness of lowest price in the market for insurance. I carry a detailed range of investment options so that you can invest with confidence I work with a full service office with full support staff on board in commercial real estate that assures professional handling, privacy and timely completion. Our head office is in Brampton near Steeles and Bramelea and a satellite office in Markham near Kennedy and Steeles. I have developed many strategies over the years to benefit you the most, especially if you have young children or are business owners and other self-employed business persons. I have a system where I meet with my clients at least once a year, of course with their permission to see if we are on track with their financial goals. Above all, I take pride in the fact that when you are talking to me you will not hear sales pitch; you’ll hear a genuine advice which is suitable for your needs.
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