Planning that fits Prince George
Resource-sector incomes can be high but variable, making emergency funds, disability protection, and disciplined investing essential for Prince George households.
Whether you are in College Heights, Hart Highlands, Westgate or anywhere across Prince George, we build a plan around your goals and shop the whole market on your behalf.
Who we help in Prince George
Tailored strategies for the people and priorities most common across Northern BC.
Resource and forestry sector workers
Healthcare and education professionals
Families building long-term security
Business owners serving the North
Insurance & investment solutions in Prince George
Full-market access to the protection and growth strategies that matter most.
Serving every community in Prince George
Financial advice in Prince George, answered
Yes. Mode Money Managers™ serves clients throughout Prince George and the surrounding Northern BC, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so Prince George 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 Prince George 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 Prince George 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 Northern BC 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 Prince George?
Book a complimentary discovery call with Sanjay Gupta, CFP®, and see what independent, fiduciary advice looks like.