Client Testimonials
"I was introduced to Rup a few years ago by our Healthcare Commercial Banker at RBC. I am very happy he took this initiative to introduce us. Since our first meeting, Rup has been very engaged. He has completed thorough reviews of our financial information and made recommendations that are personalized and relevant to our needs and values. He has also taken the initiative to have other professionals involved to expand the scope of our financial and tax planning.
His response time to questions is always very prompt, which is appreciated. Of course he is also very personable and a pleasure to interact with on a professional and personal level. I would highly recommend Rup and my family looks forward to working with him for the coming years!"
- Dr. R. Walker Family
"It has been an absolute pleasure to have Rupmeet Singh and his team as my Wealth Advisor for the past several years. He is experienced, insightful, and very well-informed. He has consistently taken a targeted and customized approach to understanding both my personal and business financial needs and delivered on all accounts. He alongside his wonderful team have excellent communication and are readily available to answer questions at all times. It is with great confidence that I would recommend Rup if you are looking for a conscientious and meticulous individual to manage your financial needs."
- Dr. F. Shivji Family
"Mr. Singh took a pro-active approach to truly understand my lifestyle, financial position and life priorities. He has consistently performed better than my nice but not very creative previous advisor. He arranges follow up appointments to keep me informed, and has patiently explained the options and let me decide what I feel comfortable with. I feel understood and much more secure about my future retirement. He is consistent, enthusiastic and enjoyable to talk to. He comes highly recommended."
- Dr. Elliott Family
"Working with Rupmeet is an absolute pleasure and privilege. He is knowledgeable, prompt, discreet, wise and considerate, which in my opinion in today’s world are hard qualities to find altogether. He carefully analyzes my personal situation (non judgmentally) and provides well thought out and wholistic strategy to achieve my personal/family goals. Having someone like him on my team affords me great peace of mind not just in finance but also in life!"
- Dr. A. Mo Family
"Rup Singh has been an excellent advisor. He has shown incredible insight and ability to manage my assets, and has offered me invaluable advice time and time again. I have 100% confidence in my decision to work with him and his team.
Rup takes the time to truly get to know his clients and understand their situation, to create a customized experience. Do yourself a favour and reach out to him today."
- Dr. Mangat Family
"Rup’s collaborative and engaging approach has given us the financial confidence we desperately needed. His team and him developed financial goals for us after listening to what we wanted for our future, both lifestyle and family.
The constant communication and quick responses to any questions we may have, along with his knowledge of the financial industry, have provided us with the financial reassurance that we were seeking."
- Ali Family
"Rup takes the time to understand what your long term and short term personal goals are and how they align with your financial goals. He has a team of wealth and financial planning professionals to aid you in all aspects of your life."
- Dr. Manji Family
