About Us
Parminder Randhawa, CFP®
With 15 years of experience of financial services, I am passionate about working for you as your independent financial advisor.
My focus is to help professionals and business owners to be financially fit for life, so they can do the things they enjoy doing for as long as they want to do them.
As part of my service, I do customized plan with recommendations on how to best achieve your goals for investment & retirement planning, debt elimination, insurance & estate planning.
I believe the purpose of a trusted financial advisor goes well beyond selecting the right investment solutions for your financial needs.
As a business owner I understand the challenges that you face and am qualified to help you seize opportunities to maximize your financial & personal well-being.
I feel that true financial life planning is about much more than just money. It’s about helping you to:
• Clarify your Vision of what you really want in all aspects of your life.
• Create & Monitor a plan to make your vision a reality.
• Stick to the plan & achieve the results you desire.
In my free time I like playing golf, tennis and long drives to mountains.
Nadia Bakurova
I have been in a industry for more then 10 years working with advisors across Canada with variety of insurance companies and multiple distribution channels.
A dedicated, marketing and sales professional who uses effective questioning to
establish a customer needs then quickly finds and promotes the best insurance products and service.
Joined PR Wealth management in 2022.
In my free time I do enjoy spending time with my family, going camping, travel and go for a walk with a cozy cup of coffee.
Amandeep Bath
I joined PR Wealth Management Inc. as an Admin Assistant in the summer of 2022 and was instantly drawn towards the analytical and problem-solving aspects of Insurance. With the encouragement and support from my wonderful team, I was successful in obtaining my Life Insurance License in May 2023. Now working as a Benefit’s Specialist, I continue to provide trustworthy, reliable and comprehensive advice and services related to Group Benefits, Health Insurance and Travel Insurance. When I am not working I love to craft, go hiking and spend time with my family.
Financial Planning is for everyone.
It is our professional duty to deliver unbiased advice to our clients and to ensure that maximum value is received through our Financial Planning services. A Financial Plan helps you figure out how far you’ve come, how to set realistic financial objectives and how to get where you want to go. Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. We use our unique discovery and assessment process to understand goals and concerns of our clients and help them with Accumulation, Preservation and Transfer of their Wealth.