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Agrawal Associates Private Wealth Management

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  3. Cashflow Planning

Cashflow Planning

Predict and maximize your cashflow

Cashflow is not just about income and expenses. It’s about putting your wealth to best use, managing expenses in a disciplined and effective manner, and utilizing surplus cash to achieve your goals.

Our team of experienced professionals will run a comprehensive analysis of your current financial situation to build unique strategies to improve cashflow. We gain an understanding of your personal and business goals to develop a complete picture of your cashflow opportunities.

Agrawal Associates Private Wealth Management is here to help you predict and maximize your cashflow situation. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.

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Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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