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Agrawal Associates Private Wealth Management

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  3. Recommended Professional Advisors

Recommended Professional Advisors

At Agrawal Associates Private Wealth Management we encourage you to contact your existing professional advisors on tax, legal and other areas of specialty. The following references share the same professional integrity and client focused business model that we do, and as such we are confident in referring their services. If you are seeking to hire any of the following professional services, please interview them and create your own selection process to choose the one who meets your criteria.

Accountants

Derek Boniecki CA, CBV Derek Boniecki CA, CBV
Quadrant Accountants & Business Valuators
ph. 403-457-4477
  • Corp. and Personal Accounting
  • Chartered Business Valuator
Suresh Madaan, CPA Suresh Madaan CPA
Suresh Madaan Professional Corporation
ph. 403-456-2242
  • Professional accounting and tax services
  • Small/Med. Businesses, Audits/Reorgs
David B. MacNicol CA David B. MacNicol CA
ph. 403-250-2022
  • Evening and weekend appointments accommodated
  • Professional assurance, taxation and business advisory services to owner-manager businesses and individuals
Fay Chrishou CPA, CA, TEP Fay Chrishou CPA, CA, TEP
Tax and Consulting / FCPCGroup.ca
ph. 587-349-7325
  • Our knowledge translates into your power.
Sarka Hojda, CPA Sarka Hojda CPA
Hojda & Associates Inc.
ph. 403-982-5569
  • Small Business & Personal Accounting
  • Also specializes in Bookkeeping
James Gottselig CA,CPA (IL,USA) James Gottselig CA,CPA (IL,USA)
International Tax Services
ph. 403-531-2205
  • US Tax, International Assignment Planning, Expatriate and Non-resident Tax
Bhaskar Mahajan, CPA Bhaskar Mahajan CPA
Ramsey & Mahajan Accountants
ph. 403-256-8118
  • Small/Med. Businesses, Corp. Reorg, Start-ups
  • Professionals and Professional Corporations

Lawyers

Warren Woo BA, LL.B Warren Woo BA, LL.B
Aspen Law Office
ph. 403-237-8003
  • Residential Real Estate, Mortgages/Refinancing Wills/Estates, Uncontested Family Law
Angela Yee-Hamshaw LL.B Angela Yee-Hamshaw LL.B
REAL Legacy Law
ph. 403-258-4400 (ext. 228)
  • Specialized and comprehensive Estate Planning and Estate Administration services
Ryan Lee Chee B.Comm, LL.B Ryan Lee Chee B.Comm, LL.B
PON Harvard Law Certificate
ph. 403-604-6599
  • Business/Employment Contracts, Leases, Buy/Sell Agreements, Contract Negotiation
Beryl McNeill LL.B Beryl McNeill LL.B
McNeill Family Law
ph. 403-410-3845
  • Beryl offers a more efficient model that preserves personal and monetary assets alike
Valsala Chengkalath B.Sc, LL.B Valsala Chengkalath B.Sc, LL.B
Barrister, Solicitor & Notary Public
ph. 403-735-4988
  • Specializes in Wills and Estates
David A. West BA, LL.B, JD David A. West BA, LL.B, JD
West Legal
ph. 403-723-0175
  • Estate planning, Wills, Probate, Family Law
  • Friendly, affordable, simplified legal advice
Arthur Olson MA, LL.B Arthur Olson MA, LL.B
Compass Tax Law
ph. 403-283-3331
  • Canadian & International Corporate & Personal Tax Law, Foreign Securities & Estates

Realtors

Joy Peacock Joy Peacock
The Joy of Real Estate
ph. 403-850-6540
  • #1 Re/Max Office Worldwide for 17 Years
Denis Hrstic Denis Hrstic
CIR Realty - My Home Agent
ph. 403-852-6583
  • CIR #1 Sales in Calgary
  • Exclusive 1 Day Listing Agreement
Pavan Kaushal Pavan Kaushal
The Kaushal Group
ph. 403-874-3941
  • ‘Selling from the heart’
Patrick Murray Patrick Murray
Coldwell Banker Mountain (Central)
ph. 403-660-5319
  • Master Certified Negotiation Expert

Business Coaches

Martin H. Park Martin H. Park
Evolve Business Group
ph. 403-283-8337
  • Business mastermind & magic bean counter.
  • Business coaching… ’transform, lead, grow’
Oliver Baezner Oliver Baezner
SONIC Breakthrough Coaching
ph. 403-995-0480
  • Helping good businesses breakthrough to greatness.
  • Strategic business coaching.

Health, Wellness & Seniors Services

Kathy Mendham BSc, PT, MBA Kathy Mendham BSc, PT, MBA
Proactive Seniors.
Plan Ahead, Live Well
ph. 403-809-1971
  • Planning ahead for your future aging needs is the key to living your best life.
Donna Gamble R.O Sue Newton BA, BScN, MN, RN
Health Upwardly Mobile
ph. 403-536-2480
  • HUM offers occupational health services, fitness to work assessments, addiction, chronic pain and mental health services
Dr. Natasha Iyer MB, ChB, CCFP Dr. Natasha Iyer MB, ChB, CCFP
Chronos Apollo Wellness & Medical Aesthetics
ph. 403-237-2353
  • “Life is not merely to be alive, but to live.”
  • Defy time…
Colette Murray RDH Colette Murray RDH
Access Dental Hygiene Services
ph. 587-225-0558
  • Access Dental Hygiene Services is a fully mobile dental hygiene care provider that comes to you.
Donna Gamble R.O Donna Gamble R.O
Eye See Clearly Optical
ph. 587-777-1200
  • Mobile Custom Fit Eyewear

Views of professional advisors may not be shared by Investors Group.

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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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