ATA Financial

I’ve known Amrit for years and have trusted him with my personal and corporate investment portfolio. I have nothing but good things to say. We sit down every month or two, for a catch-up and he shows a genuine interest in my businesses while providing me updates on the progress of my investments. Amrit keeps everything very simple and straightforward but has always been able to answer any specific questions I’ve had. He’s connected me to some fantastic financial and legal resources within the community, and his support team is very punctual, friendly and easy to work with. I can always rely on him to give me the best advice. I 100% recommend Amrit.

Amrit is very knowledgeable, trustworthy and incrediblely professional. I was very impressed with how prompt he was to respond to my queries and requests. I would recommend Amrit to anyone looking for a financial planner.

Amrit is very professional, he knows his stuff, he cares, he listens, he is not pushy. My wife and I highly recommend him! He made us feel very comfortable, very informed, and with the proper amount of time to make the decisions we needed to make. We Trust Amrit 100%