Sukhy Dhaliwal, BBA, CFP

Wealth Advisor
Vancity/Credential Securities

Langley

Contact
Phone 778.231.4217
sukhy_dhaliwal@vancity.com

As a Wealth Advisor, Sukhy provides each of his members with investment advice and solutions tailored to their unique financial goals and objectives. Sukhy has been providing financial advice since 1996 and specializes in the planning and implementation of wealth management strategies; investment, tax, retirement, insurance, and estate planning; and socially responsible investing.

In addition to having his Bachelor of Business Administration degree from Simon Fraser University, Sukhy is also a Certified Financial Planner (CFP).

Sukhy is firmly committed to long-term relationships with his members. He works with his members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. He takes great pride in his role as an Advisor and feels the biggest endorsement he can receive from a member is when they tell their friends and family about their positive experience.

Sukhy can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, fee-based investment accounts, and fossil fuel-free investment options.