What you have
Coverage, benefits, policies and accounts already in place.
INSURANCE ADVISOR | BC • AB • ON
I help Canadian professionals, families and business owners understand what they already have, what may deserve attention and what options are worth considering.
No pressure to change what is already working.
Zoom: BC • AB • ON • In-person: Nanaimo area where practical
START WITH WHAT YOU ALREADY HAVE
The goal is not to find a problem in every area. It is to see what is working, what has changed and what deserves a closer look.
Coverage, benefits, policies and accounts already in place.
Career, income, family, mortgage or business responsibilities.
Features, limitations, ownership, access, risk or coordination.
Only the areas where a closer review may be useful.
WHO I HELP
My technology background gives me particular familiarity with demanding careers, but the practice is broader than one profession.
Workplace benefits, income protection, career changes and investment options.
For Professionals →Owner protection, key people, employee benefits and business continuity.
For Business Owners →Income protection, mortgage responsibilities, education savings and changing needs.
For Families →SERVICES
Choose an area to see the questions a review can help clarify. The detailed service pages explain the considerations, limitations and next steps.
Personal Insurance
Life, critical illness and disability coverage in the context of income and responsibilities.
Insurance for Business Owners
Life and living-benefit considerations connected to ownership, key people, obligations and continuity.
Employee Benefits
Benefit options that reflect the needs, size and budget of the business.
Registered Investment Options
Understand the different purposes and rules of common registered account structures.
Non-Registered Investment Options
Consider flexibility, liquidity, time horizon, risk and taxation outside registered accounts.
Insurance Policy Reviews
Understand an existing policy before deciding whether anything should change.
Life, critical illness and disability coverage in the context of income and responsibilities.
Life and living-benefit considerations connected to ownership, key people, obligations and continuity.
Benefit options that reflect the needs, size and budget of the business.
Understand the different purposes and rules of common registered account structures.
Consider flexibility, liquidity, time horizon, risk and taxation outside registered accounts.
Understand an existing policy before deciding whether anything should change.
FOR BUSINESS OWNERS
A business review can look at the people, obligations and benefit arrangements that depend on the company, without beginning with a complicated tax strategy.
Explore Business Owner Services →Personal and business responsibilities connected to the owner.
Financial impact if someone important to the business cannot continue.
Health, dental, life and disability options for employees.
Buy-sell funding, debt and other ownership-transition considerations.
HOW IT WORKS
Review what is already in place and what has changed.
Identify the questions or responsibilities that deserve attention.
Consider appropriate options only where there is a clear reason.
A consultation does not assume that a product recommendation or change will be appropriate.

FROM TECHNOLOGY TO FINANCIAL CLARITY
Having spent more than two decades in corporate IT across technical and leadership roles, I understand how easily projects, skill development and career progression can push insurance, benefits and investment reviews down the list.
Today, I help professionals, families and business owners step back, understand what they already have and make more deliberate decisions without unnecessary pressure.
Insurance Advisor • Licensed in British Columbia, Alberta and Ontario
Learn More About Anurag →CLIENT EXPERIENCES
Real experiences from clients who worked with me on insurance, claims, investments and understanding their options.
“From the very beginning, you handled everything with such tact, compassion, and genuine care.”
Lilach Lotan
“It was truly a pleasure working with you, especially during what was an incredibly difficult and heartbreaking family situation. From the very beginning, you handled everything with such tact, compassion, and genuine care. You understood how sensitive the circumstances were and made what could have been an overwhelming process feel much easier. I always felt that I was being treated with kindness and respect, rather than simply as another insurance claim. The claim was ultimately resolved and I’m very grateful for the professionalism and care you showed throughout the entire process. I would not hesitate to recommend you to anyone looking for an insurance professional who combines expertise with empathy and a truly human approach.”
“I first came across Anurag through one of his webinars and found his approach practical and easy to understand.”
Kathirvel N
“I first came across Anurag through one of his webinars and found his approach practical and easy to understand. After a few conversations, I decided to start with a small portion of my investments rather than making a big change at once. As I became more comfortable with his guidance and ongoing service, I gradually moved more of my investments to work with him.”
“He helped me look at what I already had more carefully and understand where changes could make sense.”
Viraat BK Thammanna
“I have known Anurag for many years and trusted him to review my investments. Even though I had been investing in Canada for a long time, he helped me look at what I already had more carefully and understand where changes could make sense. I have been very pleased with how my investments have progressed since working with him, and I value his practical advice and no-pressure approach.”
“He explained things in a simple and practical way, answered my questions patiently, and helped me understand what was relevant for my situation.”
Gopika Bommaiha
“Before speaking with Anurag, I knew insurance and financial planning were important, but I did not fully understand how the different pieces worked together. He explained things in a simple and practical way, answered my questions patiently, and helped me understand what was relevant for my situation. I came away feeling much more informed and comfortable about the decisions I was making.”
Testimonials reflect individual experiences and may not be representative of every client. Investment values can fluctuate, and past performance does not guarantee future results.
INSIGHTS
Plain-language articles on insurance, workplace benefits, business protection and investment-account questions.
Employee Benefits
Employee benefits are easier to evaluate when the employer starts with workforce needs, budget, eligibility and plan design rather than a list of features.
Read Article
Business Protection
Insurance planning for business owners starts with responsibilities: the owner, key people, employees, debt and ownership arrangements.
Read Article
Insurance Basics
Having disability insurance is one question. Understanding what the coverage would actually do for your income is the more useful one.
Read ArticleCOMMON QUESTIONS
We start with your current situation: what you already have, what has changed and what questions you want to answer. The purpose is to decide whether a further review would be useful, not to assume you need a product.
No. My professional background gives me particular familiarity with technology careers, but I work with professionals from different fields, along with families and business owners.
Yes. We can review existing policies and workplace-benefit information to understand what they provide, how they may work together and what questions may deserve attention.
I am licensed to provide insurance services in British Columbia, Alberta and Ontario. Product and service availability may vary by province and applicable licensing requirements.
A PRACTICAL FIRST STEP
Book a practical, no-pressure conversation about your insurance, workplace benefits, business needs or investment questions.