Further to our letter dated April 18, 2022, we are pleased to announce Nanik Rangwani’s  retirement. Our best wishes go out to Nanik for a prosperous future, and we welcome all of you to the firm.

Every business established today is driven by it's clients. Seeing things through the client's eyes is the best approach to any business and a concept that has inspired us since our firm’s inception in 1982.

As your new Advisor, I am delighted to continue this journey with you and our team look forward to helping with your insurance, investment and financial planning needs.

If we could ask that you complete the below form with your most current contact details, we can ensure that we can reach you in the most convenient way to address any of your account and policy needs. We look forward to working with you!

Sincerely,

Dave Sarin
Senior Advisor