Yogesh Bansal


Kulvir Bains

My biggest strength in financial planning is that I am a CPA, CGA, and CFP. Having done both CGA and CFP, I understand accounting, personal taxes, and financial planning as a whole and can help my clients understand their goals better and can help them achieve the same.


Being passionate about numbers, I have a successful track record in achieving challenging targets and objectives, utilizing my industry expertise and strong leadership skills. I am passionate about helping and engaging with customers and delivering results, and being focused not only on quantity, but on the quality of my work. By achieving this, I want my clients to understand their finances, and build relationships with them based on trust.

My key skills are my passion for numbers, my ability to think strategically and anticipate the future needs of my clients, as well as my ability to work with very detailed data, while keeping an eye on the bigger picture and having the skill to develop and give succinct, informational and actionable presentations. I’d love to see what opportunities we can bring to one another.


Strongly believing in my ability to help clients understand their finances and goals better, I started working independently. My financial management expertise, leadership skills, and extensive experiences are an excellent addition to my ability to handle complex plans effectively.

I take great pride in my work and my abilities, which can be useful in providing accurate financial information to clients, giving advice, guidance and support on all financial matters. My strengths lie in delivering quality financial processes plans that meet and exceed expectations, and can help to build a fruitful and trustful relationship with the clients.


I am an enthusiastic and versatile training and mentoring expert with a driven commitment to achieving business objectives while remaining focused on providing an exceptional standard of service. I possess excellent interpersonal and communication skills, strong problem solving capabilities and exceptional organizational skills. In addition, I have a keen leadership acumen and an unwavering focus on contributing greatly to the company’s bottom line.

I specialize in training and mentoring new individuals into the financial services industry, while working with people, leading teams and developing individual financial empowerment. I achieve this through educational implementation of created curriculums and training materials as well as motivational and inspirational coaching skills.

I am passionate about helping people to achieve their personal and financial goals through training and mentoring classes and am most pleased when the way that I coach provides an easy understanding of what is being taught. I develop meaningful, professional relationships with potential team members as well as families looking to hire my financial services. I am a strong, supportive leader, and mentor who ensures that all financial queries are addressed.

I possess exceptional skills in task organization and critical decision making and am passionate about making a genuine difference to the lives of team members and clients to improve their financial future. I love working with both buyers and sellers and believe these qualities and my exceptional ability to communicate, speaking to, but not at, the needs expressed by the clients and team members have led to a financially successful career. Contact me if you would like to become a team member or are seeking financial coaching and/or services.