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Avneet Atwal

FINANCIAL PLANNER, INVESTMENT & RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I am the professional you can ask questions about your finances, concerns or decisions that you may not have felt comfortable asking before. I offer personalized help with the financial impact of life changes, like unexpected job loss, marriage breakdown or early retirement, and even questions like when should I start taking CPP? Let me help you protect what you have achieved.

Languages Spoken: ENGLISH, PUNJABI

Locations Served: CALGARY, AB

Contact Me

Phone Icon (403) 966-6569

Location Icon CALGARY, AB

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.

> Try it out

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


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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

The Brexit battle continues

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Global fixed income markets – Fall 2020

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Understanding dollar-cost averaging vs. lump-sum investing

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