Back to SearchSoradin LogoSoradin
Sukhi Dhaliwal

Sukhi Dhaliwal

Senior Wealth Advisor at ATB Wealth Management

Kelowna, BC

Are you Sukhi Dhaliwal?Claim this profile — free, 2 minutes

Area of specialty

  • Divorce and separation
  • Education planning
  • Employee/Group benefit plans
  • Estate planning
  • Executive compensation and benefits
  • Insurance
  • Investment
  • Professional corporations
  • Socially Responsible Investing (SRI)
  • Retirement planning
  • Small business/Business succession
  • Tax planning
  • Working with women

Sukhi Dhaliwal's Reviews

Have you worked with Sukhi before?

Leave a review to share your experience.

Write a Review

Soradin Review Score

0.0/5.0

0 Client Reviews

5 stars
0
4 stars
0
3 stars
0
2 stars
0
1 star
0

Loading reviews...

Are you Sukhi? Claim your profile.

Related professionals

Also in Kelowna, BC

  • William PetersCEO · Peters Wealth Management & Insurance Solutions
  • Tamara PalsCertified Financial Planner® · Clear Worth Financial Group
  • Christine MeekmaSr. Financial Planner · CIBC Imperial Service
  • Blaine McKainSenior Portfolio Manager and Investment Advisor · BC Wealth Management | RBC Dominion Securities Inc.
  • Brittany MacLeodCertified Financial Planner · Cooperators
  • Douglas McMechanInsurance & Financial Advisor · Interior Savings Credit Union
  • Stacey AgecoutayInvestment Specialist/Wealth Planning Specialist · Credential Asset Management Inc.
  • Andrew BayExecutive Financial Consultant · IG Wealth Management
  • Maxwell CaronFinancial Planner · Odlum Brown Financial Services Limited
  • Neil DaponteFinancial Planner · Canada Life Assurance Company

Same firm