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.

_{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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