Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
76 Reviews
- Friday9 AM–5 PM
- Saturday10 AM–5 PM
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
About the Business
Yogesh Bansal CPA – A Certified Financial Planner |
Contacts
Website
Call Us
+16047157542
7565 132 St Unit 107, Surrey, BC V3W 1K5
Hours
- Friday9 AM–5 PM
- Saturday10 AM–5 PM
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
- Language assistance
Recommended Reviews
Chaitanya Dhumal
23.10.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Yogesh Bansal provided exceptional advisory services for life insurance and travel insurance for my parents. His professionalism, accessibility, and genuine concern for client needs were evident throughout the process. Yogesh's expertise and knowledge enabled him to provide tailored recommendations, while his prompt responses and thorough follow-up ensured a seamless experience. I highly recommend Yogesh Bansal for anyone in search of a dedicated and knowledgeable advisor in the realm of insurance.
Abhishek Sharma
14.10.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Yogesh Bansal helped me with my supervisa insurance needs for my parents and grandparents. Yogesh provided me with all the necessary information and made this process quick and easy. 5 stars to his quality service. I would always go to him for my insurance needs in the future. Highly recommend for quick and quality services.Thank you for your help Yogesh!!!
Navneet Kaur
26.08.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Great customer service, Yogesh made sure i got the best policy and answered all my questions. I would recommend him to anyone looking for super visa insurance for their parents.
Babul Bansal
03.08.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Yogesh Bansal is an exceptional person and is extremely dedicated to their clients. His commitment and response time is awesome. Before taking the visitors insurance for my parents, I contacted many names recommended by others but I was still doubtful on who can really help us take the right decisions about this. I am glad that I chose Yogesh as he has not only explained each aspect of the insurance but also ensured that we are being served rightly. With genuine guidance and perfect advice he has helped us on every corner.I am thankful to him for helping us out and I Recommend him for his expertise and knowledge. We are fully satisfied with his expertise.
Deepika Sridhar
28.07.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Yogesh assisted me in getting travel insurance recently and the service was excellent. He was really informed about various options and provides guidance keeping the customer's need in mind. I look forward to working with Yogesh again.
vinush mascarenhas
23.07.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
I will highly recommend Yogesh for guiding us through the right life insurance policy. He has good knowledge in the area of Life insurance.
Kaivan Gala
22.07.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Professional, friendly and pretty knowledgeable. I have used his services for obtaining travel insurance for family visiting Canada and have no problem recommending him to anyone. I also have learnt that Yogesh excels at financial planning and look forward to collaborate with him on that in the future
manish Gurnani
21.07.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
I had the privilege to discuss my options for tax savings with Yogesh. He came across a very knowledgeable and honest perosn. He not only advised few options but also kept the room open to discuss future needs . Must recommended .
Nirantar singh
20.07.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
I am delighted to share my heartfelt praise for Yogesh in providing exceptional services and consultation on all my concerns in the financial and insurance related domains. His meticulous attention to detail, astute financial acumen, and comprehensive subject expertise are unparalleled. He always has a remarkable ability to navigate through unique problems and devise innovative strategies that promise optimal growth and preparation.Always received professional, prompt and quality service and would highly recommend consulting him.
Saadia U
19.07.2023
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Yogesh helped me obtain health insurance for my grandmother for the three months before her MSP kicked in. It turned out to be very much needed and he helped us through every step in the process. It was a huge help during a difficult time. Thank you Yogesh
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7565 132 St Unit 107, Surrey, BC V3W 1K5
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER