Sanjeev Duggal, CFP®, EPC, RIS
Certified Financial Planner®
Since 1995, Sanjeev has been helping Health Care Professionals in the Greater Toronto Area secure the financial futures of their families.
Sanjeev started his career in 1988 with Canada Life, building expertise in group pension plans. He completed the Canadian Securities Course in 1990 along with the Conducts and Practices Course. In 1995, he attained his life insurance license. Belief in continuing education has been the cornerstone of Sanjeev’s career path and he most recently completed his Certified Financial Planner (CFP) designation.
He specializes in advising health care professionals, based on a solid understanding of their unique tax and insurance planning needs. He believes that life is a work in progress and that presents unique personal and financial challenges. He believes a strong financial plan should be the basis to meet life’s challenges. His approach is to continually gain the important insights, perspectives and facts about his clients, collaborating with them to navigate through many of life’s complex financial decisions.
Sanjeev believes in a team based approach and has surrounded himself with other professionals such as accountants and lawyers who are highly specialized and experienced in meeting the needs of medical professionals.
Sanjeev is happily married to Babita and has two sons.
Our Extended Team of Professionals
Building a fully comprehensive plan requires great personal care and attention on our part. That’s why we draw on a team of specialists from across our network of professionals that complement our capabilities. Together, these individuals bring many decades of experience and expertise across legal, accounting, tax and estate planning so you can feel comfortable in knowing that all the bases have been covered.
