Gurpreet Mann

Background

About Gurpreet Mann

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 transferred from one generation to the next in the most optimized and organized manner. I believe that an effective financial strategy involves more than just an investment strategy, it requires building a strong foundation of trust and understanding through consistent communication and a warm, supportive environment. My focus is on helping new and existing clients celebrate their achievements and build a lasting legacy for generations forward. By better understanding your values and goals, both what is most important to you and the reasons why, we can create a sound plan. Partnering together gives you confidence that your financial strategy is being taken care of proactively and holistically while partnering with the appropriate professionals including accountants and lawyers on your professional team. I obtained my bachelor's degree in business management and organizational studies from Western University. My career started at TD Bank in 2012, as I went on to be a stock broker at TD Ameritrade. My desire to offer clients a higher level of personalized service led me to join Edward Jones in 2015 and I have held several leadership roles including women inclusion leader and diversity inclusion leader. On a personal note, my life's purpose is to be mindful, intentional, and curious so that I can inspire others to be creative and innovative in all aspects of their life. I am an avid reader, photographer, and enjoy travelling with my family. I have been happily married for 11 years and have two wonderful children with my husband, Kulvinder.