Contact Info

  • +1 519 – 546 – 3618
  • Info@aoneadvisor.ca

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SaNGeet Arora PROFILE

“I believe in empowering clients with clear, personalized financial guidance to build wealth, secure futures, and achieve lifelong financial goals with confidence and integrity. Let's navigate your path to prosperity together.”

Comprehensive Planning: We tailor strategies to fit unique lifestyles and ambitions, offering comprehensive planning that adapts to life's changes. Our approach ensures your financial wellbeing is always prioritized.

Client-Centric Approach: Every client relationship is paramount. By actively listening and understanding your goals, we provide tailored advice, fostering long-term success and peace of mind for your financial journey.

EXPERIENCE

  • 18 years of experience
  • Dual-Licensed (Investment Advisor and Broker)

EDUCATION

  • Life License Qualification Program (LLQP) 
  • Mutual Fund Certification

SERVICES OFFERED

  • Financial Planning
  • Insurance Planning
  • Kids Education Planning
  • Retirement Planning
  • Corporate insurance Retirement Planning
  • Estate Planning
  • Tax Savings Plan