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☑  The mathematical, scientific, and economic FACTS to retire happily ever after 

☑ How to intelligently optimize your portfolio so that you’re protected from both inflation and deflation (even if you failed Personal Finance 101).

☑ The one thing that could completely wipe out your entire life’s work

☑ How to create a strategic roadmap that protects you and eliminates all of the guesswork

☑ Simplified stories that explain complex, yet powerful financial products like life insurance and annuities.

More About Your Host Harpreet Singh

Harpreet Singh is a Nationally recognized, award-winning personal financial advisor, focused on empowering Professional Business Owners and families to gain confidence in their financial decisions. As a former Professor who has taught across three continents, as a serial entrepreneur and a former strategy management consultant, Harpreet believes first and foremost in educating, enabling & empowering his clients so that they can focuses on planning, strategy & implementation of their long-term financial objectives.

Harpreet’s typical clients include Professional Business Owners (Technology, Healthcare & Legal) who want to plan their financial future in a more tax-efficient and predictable way; Real Estate Investors who want to avoid the tax time bomb and plan their estates, And Families who wish to plan Inter-Generational Wealth Transfers.

As an Independent Advisor, Harpreet works with all the major Investments Fund Providers and Managers including big Banks and Financial Institutions; and as a Life-Health Insurance Licensed broker, has access to 25 major Insurers in Canada.

Harpreet is an inspirational speaker, a radio show host, an avid traveller and a community leader passionate about helping newcomers & reducing hunger-poverty in our communities. “

When people ask me what I do, I say that my role in your financial life is the same as your family doctor in your health life. I am a part of your financial life at every step, buying your home to saving for retirement; planning your kids’ education to planning your estate, your financial doctor should be a part of it all.

More About Co-Host Tom Hegna

Tom Hegna is a best-selling author, industry renowned speaker, and world-class coach with over 30 years of experience in the financial services industry. As a former First Vice President at New York Life and retired Lieutenant Colonel, he’s spent the last several years of his career becoming the leading voice on all things retirement. Tom has presented all over the world, including over 5,000 presentations across all 50 states.



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