Our Team
Jaspal S. Mundi,B.Comm., CFP
Branch Manager
Certified Financial Planner
Phone: 780.732.1462
Alternate: 780.237.8655
Toll Free: 800.272.8848 (Ex. 1462)
Fax: 780.481.0213
Email me
Jaspal Mundi is a Certified Financial Planner (CFP) with a Bachelor of Commerce degree from the University of Alberta. Since entering the financial services industry in 1996, Jaspal has dedicated himself to providing the finest in service and advice.
He continues to upgrade his knowledge on a regular basis and also believes in being actively involved in the financial planning industry. He has previously served as an Executive Member of the Edmonton chapter of Advocis, the Financial Advisors Association of Canada and on the IPC National Corporate Advisory Council. He is currently a CFP member in good standing of the Financial Planners Standards Council of Canada.
Along with an in depth knowledge of all aspects of financial planning, Jaspal brings to each meeting a sense of stewardship and concern for your well-being. He understands that along with a comprehensive written financial plan, you require a trusting relationship with a competent and caring professional who will always place your needs first
Through a sincere promise to understand your needs and dreams, Jaspal becomes a true solution provider and partner – helping you make wise financial decisions throughout your lifetime so you can live the life you always wanted
Your personal wealth management strategy™ will integrate the areas of investment, tax, insurance, retirement and estate planning into a comprehensive, personalized plan. As his clients’ primary financial advisor, Jaspal meets the needs of high net-worth individuals, successful professionals, business owners, retirees and all those who are serious about their financial future
An accomplished speaker and educator, Jaspal works with his team to offer seminars to corporations, professional associations and public groups. In his spare time he enjoys, golfing, outdoor activitis and is an instructor at Yoshinkan Karate in the Strathcona community of Edmonton. Jaspal and his family have been part of the Edmonton community since 1982.
