+1 (647) 446-1616

info@uchawla.com

About Us

What We Do

Umarpreet Chawla's team is your trusted partner in securing your financial well-being. With a client-first approach, we specialize in offering comprehensive solutions tailored to meet the unique needs of individuals, families, and businesses. Our team brings years of expertise and a deep understanding of the ever-changing financial landscape, ensuring that you receive the guidance and support necessary to make informed decisions.


We believe in working for the clients, not for profits. When working with a new client, we take time to learn their history, their needs, and then conduct thorough market research so that we can suggest only the best and most suitable insurance policies for them.

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Personalized Coverage Solutions

We work with you to create insurance plans that fit your unique needs, offering flexibility and security for every stage of life.

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Comprehensive Planning

From life insurance to group benefits and estate planning, we provide solutions that safeguard your present while building a stable future.

umarpreet chawla

Certified Financial Planner & Estate Planning Expert

With years of experience in financial planning and estate management, Umarpreet Chawla is dedicated to empowering individuals, families, and businesses to achieve long-term financial security. Specializing in customized wealth solutions, Umarpreet combines technical expertise with a compassionate approach to deliver strategies that align with her clients’ unique goals. Her mission is to simplify complex financial concepts and ensure her clients feel confident in their financial futures.


"Even when I was working as a doctor, my motto remained the same as is now- Provide best possible service and advice to all.” - Umarpreet

📩 Email: [email protected]

📞 Call: +1 (647) 446-1616

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+1 (647) 446-1616

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Brampton, ON

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