Planning that fits New Westminster
A dense base of young professionals makes first-home savings (FHSA), RRSP, and TFSA strategy the most common starting points in New Westminster.
Whether you are in Uptown, Sapperton, Queensborough or anywhere across New Westminster, we build a plan around your goals and shop the whole market on your behalf.
Who we help in New Westminster
Tailored strategies for the people and priorities most common across Metro Vancouver.
Urban professionals and condo owners
First-time buyers using the FHSA
Dual-income couples building wealth
Renters planning their first purchase
Insurance & investment solutions in New Westminster
Full-market access to the protection and growth strategies that matter most.
Serving every community in New Westminster
Financial advice in New Westminster, answered
Yes. Mode Money Managers™ serves clients throughout New Westminster and the surrounding Metro Vancouver, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so New Westminster residents get the same full-market access to insurance and investment solutions as our Surrey head office clients.
We are fully independent. We are not tied to any single bank or insurer, which means we shop the entire Canadian market on behalf of New Westminster clients and recommend what genuinely fits your situation, not a proprietary product line.
For insurance products there is no direct fee to you; the insurer pays a commission embedded in the premium. Initial consultations for New Westminster residents are always complimentary. For investment planning, fee structures depend on the accounts and products involved and are explained transparently up front.
Absolutely. A large part of our practice is helping newcomers across Metro Vancouver set up their first RRSP and TFSA, build Canadian credit, arrange life and Super Visa insurance, and understand how worldwide income is taxed in Canada.
Ready to plan your future in New Westminster?
Book a complimentary discovery call with Sanjay Gupta, CFP®, and see what independent, fiduciary advice looks like.