Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER

I had the pleasure of working with Mr Bansal for my insurance needs. He guided me well for the right policy and also helped me understand different policies pros and cons. I liked the flexibility and options available in choosing coverage plans. We discussed the policies multiple times on multiple factors, he did timely followups but I never felt him insiting me to purchanse. I liked the clear and transparent communication at every step of the process. Though he was late once by 10-15 minutes for our meeting but I would recommend Mr Bansal to others because of the positive and enjoyable experience from start to finish we had.

Yogesh, thank you very much for your attention, for explaining everything perfectly and providing us with your valuable help

Yogesh, thank you very much for your advice, my meeting with you was a pleasure, Really grateful for your support!

I consulted Yogesh about my RRSP planning and his advice was extremely useful. He was quick to understand the complexity of the situation and advise accordingly. I also found him polite and professional in his demeanor which is rare these days.

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!

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.

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.

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.

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

I will highly recommend Yogesh for guiding us through the right life insurance policy. He has good knowledge in the area of Life insurance.

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.

Yogesh is very professional. Answered all my questions, gave me all the options, helped me with the right guidance and lowest premium. Thank you so much.

Highly professional and friendly person, always available when needed.
Advised based on my needs and budget.
Bravo

Had a great experience with Yogesh who helped with getting Medical insurance for my parents. He is highly knowledgeable and explains everything in detail. Would recommend him! Thank you

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

Very helpful and knowledgeable. Highly recommended
Mr. Yogesh is very professional and is great for any insurance needs

Yogesh Sir helped us a lot. We were able to get the best travel insurance plans through his outstanding services. Will definitely recommend him to all our friends and family members

Insurance planning has been a smooth ride with Yogesh. He is resourceful and his knowledge on the subject matter is worth a mention

Yogesh is a very professional gentleman. I have known him for over 12 years now and from day one, he has been very helpful. He is a great advisor.

I have been a client of Yogesh Bansal’s financial services for the last 7 years. He is very professional and knowledgeable and his level
of expertise has always been the best. Yogesh is always willing to help his clients and give them the best advice required to meet their financial goals. I highly recommend Yogesh Bansal to anyone.

Yogesh Bansal is a truly committed, professional, knowledgeable & honest person. A 5star rating is not enough to evaluate his credibility. I definitely recommend everyone to take advantage of his services. He is an excellent & kind human being.

I have not known Yogesh very long, however, he was very happy to have a discussion with me and answer any questions that I had. It is rare to find someone so willing to help.

Yogesh has been the missing piece to our financial goals success! He is so knowledgeable and gets things done like no one I’ve ever worked with before. He goes above and beyond and is always available when we have needed him.
My husband and I are so very impressed with Yogesh and his services as I financial planner. We would give him more then a 5 star review. We look forward to a lifetime of Yogesh by our side helping us achieve all our financial goals.

I have known Yogesh for nearly 20 years and there is no one I could speak more highly of. He is extremely intelligent, very well versed in a wide variety of industries and skills, quick, yet detailed and thorough. He is friendly, approachable and someone you can fully trust that will always have your best interests at heart. Yogesh truly cares for people he works with and has a proven track record. Through all of the years that I have known him, I have seen him handle everything from complex situations to stressful situations, and no matter what, he always works through things systematically and strategically, keeps a calm focused mind, and finds great solutions and results. He has a special way of finding opportunities in moments of uncertainty or change, and his positive, charming attitude and demeanour are a ray of sunshine. He is a strong communicator and has great follow up. If you are looking for a financial planner that has his finger on the pulse, the skills and knowledge to maximize your opportunities, and someone that is always working hard for you, then you have found him. Yogesh is the best at what he does and I would not trust
anyone else with my hard earned money or my family's future.

Mr. Yogesh Bansal is a knowledgeable and helpful professional. He not only helped me to open right type of RESP account and life insurance for my family but also he advised pros and cons of different types of accounts with detailed information and helped us to select perfect one for us. He always guided us for right path. Thanks to him.
Highly recommended