Who We Are

Our Expertise
Wealth Planning
Smart and structured planning for sustainable wealth across generations.
Personalized Advisory
Financial guidance tailored to your life goals, income, and values.
Investment Strategy
Insight-driven plans to grow your capital with confidence and clarity.
Financial Literacy
Empowering you with the knowledge to take control of your financial future.
Our Services
Life & Health Insurance
Term & Whole Life, Disability, Critical Illness, and Super Visa plans to protect your loved ones.
Investment Planning
RRSP, TFSA, FHSA, and RESP strategies tailored to your goals for retirement, education, or a first home.
Debt Management
Understand your debt and create a step-by-step plan to repay it and regain financial confidence.
Estate Planning
Will setup, inheritance tax strategy, and wealth transfer planning for future generations.
Financial Coaching
1-on-1 coaching on budgeting, goal-setting, credit, and lifelong money habits for lasting success.
Insurance for Business Owners
Buy-Sell Agreements, Key Person Coverage, and Overhead Insurance to protect your business and income.
Why Choose Us
Financial Expertise
Decades of experience in wealth building, risk planning, and investment strategy tailored for you.
Proven Reliability
Trusted by families and businesses across Canada with secure and transparent financial practices.
Tangible Results
Data-driven strategies and consistent outcomes that speak louder than promises.
100% Online Service
Get expert guidance and support from anywhere in Canada, with seamless virtual consultations and easy-to-use digital tools.
Built on Trust
Long-term relationships rooted in integrity, honesty, and client-first values.
Quality Assurance
We don’t settle. Every service is delivered with precision, clarity, and excellence.
What Our Clients Say
“I had no idea how to start investing in Canada as a newcomer. The Money Craft explained everything clearly and helped me open my TFSA and RRSP. Their guidance gave me confidence and peace of mind.”
Alex Nguyen
Toronto, ON
“I was totally confused between term and whole life insurance. At The Money Craft, Yogesh listened to my goals, explained the differences between term, whole, and universal life. He set me up with the perfect combo of term and permanent insurance.”
Brittany Legre
Moncton, NB
“We didn’t even know about RESP grants until Yogesh explained it to us. Thanks to his help, we opened an RESP for our daughter and already received our first government match. Truly grateful!”
Amrit & Sonia Gill
Mississauga, ON
“I always thought investing was only for rich people. After just one session with The Money Craft, I finally understood how compound interest works and how to make my money grow. I opened my TFSA the same day!”
Tanya Campbell
Saint John, NB
“They helped me structure my estate plan and reduce taxes for my kids. The team at The Money Craft made everything simple and understandable. Highly recommend for retirement planning.”
Gurpreet Singh
Brampton, ON
“I never thought I needed critical illness insurance until Yogesh explained how one diagnosis could affect my entire income. He helped me get a plan that covers major illnesses without breaking the bank. I feel more secure now knowing I’m protected.”
Jordan McCarthy
Fredericton, NB