Skip to Main Content

Canada (EN)

Anupama Khanna, PFP, CFP


Let's work together to achieve your financial goals

My Commitment to You

My passion is applying financial knowledge and skills to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend strategies for reaching your goals—whatever they may be!

Languages Spoken: Urdu, Punjabi, English, Hindi

Contact Me

Phone Icon (905) 738-3188

Location IconCONCORD, ON

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook

Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

What To Do When Markets Are Volatile

Discover More

FHSA: 9 Questions Answered About the New First Home Savings Account

Discover More

When to Invest: The Truth About Timing the Market

Discover More