Who We Help
Two types of clients find their way here: families building something worth protecting, and business owners who've realized their financial structure hasn't kept pace with their success.
Both want the same thing. A clear-eyed strategy,
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Are We The Right Fit For You?
We're selective about who we work with. Not because we're exclusive, but because good planning requires commitment on both sides.
You don't need to have all the answers. You just need to be ready for an honest conversation about where you are and where you want to go.
You Value Comprehensive Planning
You Want Education, Not Sales Pressure
You're Ready to Take Action
SERVING A WIDE RANGE OF INDUSTRIES
Who Benefits From Our Services
Whether you're building a family's future or optimizing a business, our financial strategies are tailored to your unique situation. We serve individuals and professionals across all industries, with specialized expertise in:
Young Families & New Parents
Incorporated Professionals
Incorporated Business Owners
Legal Professionals & Law Firms
Real Estate Investors & Developers
Manufacturing & Distribution Companies
Engineering & Architecture Firms
Transportation & Trucking
IT & Tech Freelancers
Retail & Restaurant Owners
Hear From Our Clients
Kim Wexler
Owner of ABC Inc.
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Kim Wexler
Owner of ABC Inc.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus.
Kim Wexler
Owner of ABC Inc.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus.
What People Are Asking
Do I need both disability insurance and critical illness insurance?
They serve different purposes. Disability insurance replaces your income if you can't work due to illness or injury. Critical illness pays a lump sum when you're diagnosed with a covered condition, whether you can work or not. Many people benefit from having both.
I already have investments. Can you review what I have?
Yes. I regularly work with clients who want a second opinion on their current portfolio. Sometimes it's a matter of fine-tuning. Other times, there are gaps worth addressing. Either way, you'll leave with a clearer picture.
Why would a business owner need life insurance?
If your business has debt, partners, or key employees, life insurance can protect against disruption. It can fund a buy-sell agreement, cover loans, replace lost revenue, or give your family options if something happens to you.
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About Succession Planning
Sarabjit Singh Chadha is a Financial Security Advisor and Life Insurance Agent in partnership with iA Financial Group.
© 2025 Sarabjit Singh Chadha. All rights reserved.
(514) 621-9958
