What Our Clients Are Saying

Here's what some of clients have to about their experience in working with us at Singh Wealth Management.

 

As business owners, we were focused on building our business and didn’t have time to properly address our own financial affairs. When we met with Nav Singh and Singh Wealth Management we didn’t have a plan. No financial plan, no investment plan, not even updated Wills or Power of Attorneys. Nav and his team developed a comprehensive plan including referrals to lawyers and accountants to ensure that we were set up to manage our personal and business finances and structure our estate in the most tax efficient manner. It has been full service and we could not be happier with Nav. He took the time to learn about us and what we needed. He helped us put together an overall disciplined wealth management plan for our future. We would recommend Nav and his team to give you the peace of mind he gave us.

-- David W. and Donna C., Business Owners, Toronto, Ontario

 

Your creativity in total wealth management from investments, banking, tax and estate planning is truly valuable. Thank you for looking at the big picture. We have total confidence in your team moving forward.

John F., Chief Financial Officer

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For over 20 years, the team has helped us transition from successful working professionals to successfully retiring outside of Canada. With detailed advice on pension analysis, retirement cash flow, estate planning and non-resident tax planning, we have achieved our goals of retiring in sun and style.

Doug C., Retired Executive and Janet D., Retired Professional, Mexico and Canada

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The professionalism and consultative approach to my investments is excellent. The diversity in my portfolio is critical as I approach retirement and I look forward to enjoying the rewards.

John B. Retired President & CEO, USA