Randhawa Wealth Management is an independent financial and insurance advisory practice in Surrey, BC, offering tax-efficient investment planning, life & health insurance, and relationship-first advice from someone who lives where you live.
Most households end up with an investment advisor, an insurance broker, and no one connecting the two. As both an Independent Financial Advisor and a Life & Health Advisor, I hold the whole picture, so your protection and your portfolio are built to work together, not around each other.
Portfolio strategy, retirement income planning, and tax-efficient investing built around your actual timeline, not a model portfolio.
Life, disability, and critical illness coverage designed to protect income and family plans, sourced independently through Desjardins Financial Security Independent Network.
Corporate structuring, business succession, and owner compensation strategy for entrepreneurs and incorporated professionals.
The mountains and the water aren't backdrop; they're why my clients live here, and why they save. I trained inside Scotiabank, CIBC, and TD before founding Randhawa Wealth Management, so I could offer advice without a single institution's products behind it.
Read the full background →A short intake before we speak means our first conversation is useful from the first minute: no generic questionnaires, just what you actually need.
Complete client intake →A referral from a client is the highest compliment my practice receives. Send an introduction and I'll take it from there, personally.
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