Rohit Goel
Insurance Advisor, Life, Health & Wealth
Rohit Goel
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Hindi, Punjabi, Urdu
Appointment: In-person, Virtual
Store: Oshawa-Laval and Stevenson
www.linkedin.com/in/rohhitgoel
Phone: (289) 928-5082
About Me
I’m passionate about helping clients protect what matters most and building a secure financial and a retirement plan for themselves and their loved ones. My approach is simple – listen first, understand your needs, and offer tailored advice that fits your life.
My Experience
I am an experienced Advisor with a background in retail banking, I bring expertise in both managing wealth and protection. I hold a Bachelor’s Degree in Business Administration with international experience at SAP, London (UK). I’m certified in Investment Funds in Canada (IFIC) and LLQP. This blend of education allows me to guide my clients with balanced and informed financial strategies. Clients choose to work with me because I believe in advice that’s personal, not one-size-fits-all. I take the time to understand your story, priorities, and goals, so every plan we build together truly fits your life. I’m here to help you feel confident about your Financial Future, Retirement Planning, Generational Wealth & Legacy.