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Our Approach

Prateek has established his practice by prioritizing trust and emphasizing client service, integrating his knowledge and experience with CIBC's tax, insurance, and estate planning specialists. His focus is on empowering families to lead happier, more fulfilling lives through effective communication and trusting relationships.

Founded on principles of integrity and expertise, Prateek offers a combination of knowledge and over a decade of experience to deliver comprehensive investment advice and reach the full potential of his client's wealth. Through personalized service, Prateek provides wealth strategies tailored to each client's needs, prioritizing preserving capital for long-term growth. Communication is of high importance, maintained through regular updates, performance reports, newsletters, and education materials.

Prateek provides exceptional services in English, Hindi, and Punjabi, enhancing his ability to assist a diverse clientele. Prateek is supported by two dedicated service professionals, enabling the team to provide customized solutions for investment management, retirement planning, and estate planning needs. 

Every client relationship begins with a meeting emphasizing the understanding your needs, priorities, and restrictions before creating a profile. After profile creation, your profile is monitored daily to make adjustments to promote investment growth. We understand that there is no universal solution for wealth management and dedicate the time to get to know you, your family, and your business.