Talks that make money and insurance simple
I speak to communities, workplaces and advisor teams about money, insurance and building a career in financial services. Clear, practical and never a sales pitch.
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Topics I speak on
Every talk can be shortened or expanded to fit your audience.
Money basics for newcomers
How banking, credit, saving and insurance work in Canada, and the first steps to get right in your first years here. I came as an immigrant myself.
Insurance without the jargon
Life, critical illness, disability and health cover explained in simple words, with the questions to ask before you buy.
Investing basics
What a TFSA, RRSP, RESP and FHSA are for, how they differ and how to choose between them.
Building a career as an advisor
Lessons from my own path in financial services, including working toward the Million Dollar Round Table.
Personal branding for advisors
How to show up online, earn trust and let clients find you, without sounding like everyone else.
Your topic
Tell me what your audience needs and I will shape a session around it.
On stage and in the room
Workshops for families, newcomers and advisors, in community halls and event venues.
Formats
Choose what suits your group and your room.
Keynote
A 30 to 60 minute talk for an event, conference or community gathering.
Workshop
A hands on session with examples, questions and time for the audience to talk.
Online session
A webinar or live video call for teams and groups in different places.
Panel or interview
I am happy to join a panel, a podcast or a Q and A on money and insurance.
Who I speak with
Groups that want their people to make better money decisions.
Community and cultural groups
Associations and gatherings where families share advice and want reliable information.
Newcomer and settlement groups
Sessions for people in their first years in Canada, in English or Punjabi.
Workplaces and student groups
Financial literacy for staff, employee groups and international students.
Advisors and brokerages
Sessions for new and growing advisors on prospecting, client meetings and career planning.
Speaking questions
What does it cost?
Fees depend on the format, length and travel. Send me the details of your event and I will reply with a quote.
Do you speak in Punjabi?
Yes. I can present in English, in Punjabi or in a mix of both, depending on your audience.
Will you be selling products?
The talks are built to educate. Anyone who wants personal advice can book a separate call with me afterwards.
Can you speak online or only in person?
Both. Online sessions can be held for groups anywhere, and in person events can be arranged by agreement.
How far ahead should I book?
As early as you can, ideally a few weeks. Short notice events are sometimes possible, so it is worth asking.
Planning an event?
Tell me about your audience and I will suggest a topic and format.
Book a callWhatsApp meOffered through MS Insurance Inc. by a licensed advisor in AB, SK, BC, NB, NS, QC, MB, ON and PEI. Information on this page is general education, not personal advice. Products and rules vary by province.