Taking a structured, balanced yet personalized approach towards financial planning is critical in today’s uncertain world and a strong and robust financial plan is one of the best ways in which individuals can safeguard the financial security of themselves, their businesses and their family in the future.
Associations & Education
Director/owner at Immunis Financial Brokers Inc.
Immunis Financial Brokers Inc. is an Independent Life Insurance & investment Brokerage Company based in Calgary, Alberta. The company started its operation in 2017 as Immunis Insurance and than Evolve as Immunis Financial Brokers Inc in late December 2017.
As brokerage, our goal is to find best insurance and investment products for our clients. We put our client’s interest first. We offer many products such as Life insurance, Disability Insurance, Critical Illness Insurance, Health & Dental plan, Group benefits, Travel Insurance, Supervisa/visitors to Canada insurance, corporate owned life insurance policies and investment products: Seg. Funds.
Life Insurance is a vast topic, but we can make it easy to understand. Life insurance serves many purposes: Liability coverage, Retirement Planning, Legacy Creation, wealth creation, Child Education, Tax Saving, Estate Tax planning, charity, creating liquidity for running business but most importantly it provides Peace of Mind – a sense of security for your family.
Its a common myth that Life insurance is very costly but in fact it can cost you less than a cost of coffee per day. There are some insurance policies that offers Return of Premium/ some offers guaranteed Cash-values while some offer Steady returns on investment portion.
Yogesh is a an active member of Advocis and enrolled in the PFA designation course. Yogesh is a husband and father of two beautiful daughters and enjoys volleyball and kite flying in his spare time.
Doctor of Homeopathic Medicine in India
Licensed Practical Nurse
Local Entrepreneur in Calgary
Entered Financial Services Industry
"Yogesh knows his stuff. He explained to me all the products in great detail and help me get the right insurance. Thank you, Yogesh."
"I have used Yogesh's services twice in the past 12 months. Both the times he took ample time explaining me the details about the products I was looking for and I was extremely happy with the service. Would definitely recommend."
"Yogesh helped me find the most suitable Life Insurance for me and wife. He was very patient and informative. I would definitely recommend his services."