Skip to main content

Agrawal Associates Private Wealth Management

Call today to book your free consultation

403-727-2800 888-996-9990
Investments | Banking
 
  •  
  •  
  •  
  • Client Login
 

Agrawal Associates Private Wealth Management

  • Home
  • Our Services 
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Tax Planning
    • Cashflow Planning
    • Debt Management
    • Estate Planning
    • Business Planning
    • Intergenerational Transactions
    • Philanthropic Solutions
  • About 
    • Girish Agrawal, CFP
    • Our Team
    • Recommended Professional Advisors
    • Our Process
    • Community Support
    • Awards & Recognition
  • Blog 
    • Blog
    • Newsletter Sign Up
  • Testimonials
  • Events 
    • Upcoming Events
    • Past Events
    • Event Gallery
  • FAQ 
    • Frequently Asked Questions
    • Resources
  • Contact 
    • Careers

    You are here

  1. Home
  2. About
  3. Girish Agrawal, CFP

Girish Agrawal, CFP

Girish's Story

Girish’s goal in life is to spread happiness, which is understandable considering his humble origins.

Girish grew up poor in Western India. Life was difficult. Even though he was fortunate enough to attend a small school, Girish had to work after classes to help support his family.

Through determination and the guidance of his parents, he completed high school and attended university, where he earned a degree in Science. His education continued with a degree in Accounting. He moved to the Middle East, where he worked with international accounting firms.

It was a move to Canada that would lay the groundwork for Girish’s continued success. While working, he continued his education, completing many professional designations (CFE, CISA, CIA & CSA).

But, Girish was looking for something more. In 2002, two life-changing events happened. First, he got married. Second, he had a chance meeting with Investors Group Regional Director, Brian Mennis. Girish took a chance and established his own financial consulting practice. At the time, he had enough money saved to last 6 months while he built his business. If he wasn’t successful, he would go back to accounting. Girish never looked back.

He earned his Certified Financial Planner designation and quickly rose up within the financial industry. His consulting practice, Agrawal Associates, is now one of the most exclusive private wealth management practices in Investors Group.

Girish believes that astute financial planning is the only means to enjoy what he calls “a happy, healthy and wealthy life”. He has never forgotten the feeling of being poor and appreciates how financial security protects one’s dignity. He hopes clients will appreciate the money they have and put it to good use, bettering their lives and the lives of those around them.

» Read about the Team at Agrawal Associates Private Wealth Management

Book a Meeting

Tell a Friend

About Us
  • Girish Agrawal, CFP
  • Our Team
  • Our Process
  • Community Support
  • Testimonials
  • Awards & Recognition

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer
  • Investors Group Securities Inc.

Contact info

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

RegulatedByIIROC_350.png

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.

Conditions of Use | Privacy | Disclosures

© 2022 Agrawal Associates Private Wealth Management. All rights reserved.

Website Design For Financial Services Professionals