Raghav Bhatnagar

My decision to become an advisor was very much influenced by my childhood. I come from a humble background in India. I lost my father at a young age, which led to my family struggling financially. As a result, I know firsthand how failing to plan for the future and unanticipated events can turn your life upside down.

I became an advisor to avoid the difficulties I faced as a child. I do so by helping others strategically plan for the future and prepare for whatever life may hold for them. As an advisor, I want to understand what's important to you and your family. I can then customize an investment strategy to your specific needs and goals. Once that strategy is in place, we can work together to ensure you remain on track to achieve your goals regardless of unexpected short-term events and market drops.

My wife, Roma, is a banker in Mississauga, and we have a teenage son who is quite proud of the work I do and the positive impact I have on the lives of my clients. Our 9-year-old daughter has a vivid imagination and enjoys creative arts. As a family, we love to travel and explore new places, and we love South Asian food. I am a sports fan who faithfully follows tennis, cricket, and soccer.

Our office is strategically located in Brampton covering GTA and beyond. Angelo Falotico, my talented branch office administrator, is the first person you see when you visit us. He is extremely likeable and capable and prides himself on providing excellent service. We serve investors from diverse backgrounds, and we truly enjoy getting to know them and their families and learning more about their unique cultures.

If this highly personal approach to investing appeals to you, please call me. I would like to introduce myself and explain how I can help you with your long-term financial needs.