Rohit Goel
Insurance Advisor, Life, Health & Wealth
Rohit Goel
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Gujarati, Hindi, Punjabi
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 people grow and making a positive difference in their lives. Personally, I deeply value the time I spend with my friends and family – especially the moments filled with full belly laughs! Outside of work, I enjoy travelling, café hopping, nature visits and workouts. I believe life is best lived with purpose, connection, and integrity.
My Experience
I’m in the financial industry from 5+ years and I specialize in personal & corporate insurance, retirement planning, estate planning and wealth management. I’m a BBA in Finance graduate completed in UK and double post-grad in Canada. I’m certified with IFIC and LLQP. This meld of knowledge allows me to guide my clients with powerful and modern financial planning keeping your next 30 to 50+ years in mind. Clients loves me because my advice is personal and I take the time to understand your story, priorities, and budget, so every plan we build together truly fits your life and legacy. 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.