Hem Bhatt

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial services. I believe that personalized service is essential when matching clients with the right financial products and services.As a Financial Coach, I am dedicated to learning about your personal goals. Together we will use them to build a financial game plan focused on your specific needs!

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial game plan must reflect your personal or business situation, and so will work to highlight the financial services that best fit your goals. Once your custom-tailored financial game plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.

On a personal level, I am married since 2001 and a proud father of gorgeous daughter who is 15 and living her life at the fullest. I enjoy spending time with my family & my friends closely followed by reading stimulating books, enjoying outdoor recreation like running, skiing, hiking, travel and I love personal growth. And my ultimate goal is to provide the most valuable resources for the families and individuals seeking financial freedom and personal freedom.