Gurpreet K Mann

No two people are the same, so your financial goals and investment strategies should be as individual as you are.

Our branch team strives to provide a personalized comprehensive and human-centred planning experience for each of our existing and new clients through deep discovery and gaining a strong understanding of your goals, wishes, hopes, and dreams.

We specialize in working with individuals, families, and business owners who are getting ready to retire in the next 5-10 years or are already retired and need help navigating the complexities of retirement planning to create tax-efficient, sustainable monthly income.

We help simplify the complexity of intergenerational wealth transfers, legacy, and estate planning by working with your whole family so wealth is transferred from one generation to the next in the most optimized and organized manner.

Our "high-touch" experience enables us to help our clients achieve "peace of mind" that their financial strategy is being taken care of proactively and holistically while partnering with the appropriate professionals.

As your financial advisor, I will partner with you to help ensure you stay on track for achieving your goals and the future you see for yourself. We place an emphasis on better understanding your values and goals, both what is most important to you and the reasons why, as your finances touch nearly every aspect of your life. Together, we can create a positive impact not only on your financial well-being, but also on your loved ones' for generations to come.

I have over 11 years of experience in the financial industry. I obtained my bachelor's degree in Business Management and Organizational Studies from Western University. I started my career at TD Bank, and went on to be a stock broker at TD Ameritrade. My desire to offer clients a higher level of personalized service led me to join Edward Jones as a financial advisor in 2015 and have also assumed several leadership roles including Women Inclusion Leader and Diversity Inclusion Leader.

On a personal note, my life's purpose is to be mindful, intentional, and curious so that I can inspire others to be creative and innovative in all aspects of life. I am an avid reader, photographer, and enjoying travelling with my family. I have been happily married for 10 years and we have two wonderful children together.