Simrit Grewal CFP®
Simrit is a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience in the financial industry. Throughout her career, she has demonstrated a passion for empowering individuals and families to achieve their financial goals through personalized and strategic planning. With a strong background in wealth management, retirement planning, and investment strategies, Simrit is dedicated to providing comprehensive financial solutions tailored to each client’s unique goals. Her commitment to ongoing education—surpassing industry standards—and staying abreast of industry trends ensure that she delivers the highest level of proficiency and service to clients. Simrit holds herself to the highest ethical standards, prioritizing transparency, integrity, and trust in all client interactions. Her ability to communicate complex financial concepts in a clean and concise manner fosters strong relationships built on understanding and respect.
Outside of her professional endeavors, Simrit is actively involved in the community as a volunteer ambassador for FP Canada at events held at the University of Alberta, MacEwan University, and NAIT. On the weekends, Simrit can be found exploring local culinary delights around the city with friends and loved ones. She is always open to recommendations!