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portrait of Gurpreet K Mann
FINANCIAL ADVISOR

Gurpreet K Mann

9 The Square, Po Box 125, Bayfield, ON N0M 1G0opens in a new window
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About Gurpreet

I have been in the financial industry for over 12 years. I help in providing a personalized, client-centric approach to managing one's finances, specifically helping widowed, divorced, or single women navigate the complexities of major life transitions and what it means for their financial goals. I also help couples and individuals who are 5-10 years away from retirement and need help navigating the complexities of retirement planning to create tax-efficient, sustainable monthly income.

Another area of expertise includes how to simplify the complexity of intergenerational wealth transfers, legacy, and estate planning by working with your whole family so wealth is...

Focus Areas

  • Retirement income strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Estate and legacy strategies
  • Charitable giving
  • Divorce finances

Work History

  • Edward JonesSeptember 2015 to Current

Education

  • Univ Wstrn OntarioBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Reading
  • Traveling
  • Photography
  • Yoga

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(519) 565-2699

Fax

(855) 496-5182

Office Address

9 The Square, Po Box 125
Bayfield, ON N0M 1G0opens in a new window

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