Profile
About
Tav Dhillon is a licensed financial professional and social entrepreneur serving British Columbia, Canada, for the past four years. With a Bachelor of Commerce Degree in Finance from UBC Sauder School of Business, Tav further enhanced her expertise by obtaining the Registered Retirement Analyst designation from the Canadian Institute of Financial Planning in 2023.
Her mission is clear: to address the lack of financial literacy, planning, and support prevalent in the traditional financial industry. In today's financial landscape, banks and financial institutions primarily cater to large accounts and wealthy clients, leaving the majority of average consumers confused and underserved in managing their finances. Tav is dedicated to revolutionizing this by providing expert financial products, insights, and solutions to individuals from all walks of life.
Through her work, Tav empowers clients with holistic financial insights and personalized strategies across all areas of personal finance, including savings, debt elimination, insurance, investments, retirement planning, estate planning, legacy creation, and tax-efficient strategies for individuals and business owners. Central to her approach is a commitment to financial literacy, ensuring that all her clients acquire a solid understanding of essential principles to confidently navigate their financial journey.
Tav offers her services free of charge, aligning with her belief in accessible financial education for everyone. Beyond serving clients directly, Tav is actively expanding her financial services brokerage and mentoring a team of licensed financial professionals who share her dedication to enhancing North Americans’ financial literacy and well-being.
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