Budhu and Associates Wealth Management
Multiple locations
(1)
Multiple locations
(1)
My mission is to work mutually with clients to improve their lifestyle, specializing in retirement and estate planning. I accomplish this mission by offering holistic, comprehensive Investment, Insurance and Tax planning.
1 customer review
Tee W
Financial Advisors
Syd is very personable and non- judgemental. 4.5 stars.
What do you love most about your job?
I love helping people by giving them the confidence that them can live their life without the fear of running out of money!
What inspired you to start your own business?
The financial system is very broken in Canada and I wanted to help live with financial confidence
Why should our clients choose you?
I prioritize their goals and dreams. I design personalize financial plans with the clients objectives and goals. We also review and track the plan on a yearly bases or when a life event happens. a life event is: Change a job, get married or divorce, have a child or passing away of a loved one.
Can you provide your services online or remotely? If so, please add details.
Yes, we can run virtual meetings and/or meeting clients at a mutually convenient location
What changes have you made to keep your customers safe from Covid-19?
I am fully vaccinated and wear PPE if we have to meet in person
Investment advisor
Insurance advisor
Tax Planning
Retirement Planning
Financial Planning
Estate Planning
