Serving as a Reliable Financial Planner in Surrey

Rely on Queensbury Securities Inc. to help with your financial goals. We have more than 30 years of experience in the financial services industry, working with various companies, investors, and other professionals.

Our qualifications and extensive experience allow us to work efficiently. You can be sure that we will provide you with an effective financial plan, as well as unbiased investment advice that is based on your situation, needs, and goals.

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About Queensbury Securities Inc.

Queensbury was formed in 1987 by a group of seasoned financial planning and investment professionals. Our advisors have come from the banking, insurance, securities, trust, and financial planning sectors. A major strength of Queensbury is the diverse niche expertise of its individual practitioners.

To ensure a customized financial roadmap tailored to each individual client, a comprehensive assessment of their specific circumstances is meticulously crafted. Our approach encompasses a range of strategies spanning wealth management, retirement planning, tax optimization, investment advisory, and estate planning, all meticulously tailored to address the distinct needs of our clientele. By strategically optimizing assets and cash flow, we expedite the realization of practical lifestyle and retirement aspirations.

The Group's reputation, along with that of every associate, is intrinsically tied to the pinnacle of excellence demonstrated in delivering services to our esteemed clients. At Queensbury, an unwavering commitment to the perpetual enhancement of professional competencies is seamlessly woven into our operational framework.

Fundamentally grounded in our ethos is the unequivocal primacy of our client's interests. This fundamental principle is explicitly articulated in the Code of Conduct, a cornerstone that all associates must wholeheartedly embrace and formally acknowledge in writing. At Queensbury, our lodestar is the unwavering dedication to placing our clients' welfare at the forefront of all endeavors.

The Toronto-based Queensbury Group is an independent, full-service, wealth management firm established in 1987.

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About Vishu Dhiri, Investment Advisor

Work Experience and Designations

Vishu Dhiri, CFP, CIWM FMA, MBA:

Investment Advisor at Queensbury Securities Inc. located in Surrey, BC, Canada, is an experienced financial professional who leverages his knowledge and experience to assist clients with financial planning and their personal financial goals. Vishu Dhiri's professional journey in Canada started with a role with a US headquartered Brokerage and Securities Dealer with International presence. Thereafter, he worked with leading Canadian financial institutions including Bank and a BC based Credit Union. In order to provided quality, independence advice to clients, he began his financial planning and investment advisory practice in 2011 and moved to Queensbury Securities Inc. in 2016 and the passion to serve continues, thus making positive contribution to clients' financial well being and building lasting relationships with families and households.

Prior to moving to Canada in 2001, Vishu established (in 1985) and operated a stock brokerage firm and served a significant client base diligently and effectively. Integrity has been the hallmark of the brokerage firm that continued its operations till the year 2001, before he moved to Canada with his family.

With a rich and diverse background and with his expertise Vishu can competently navigate you through the financial maze towards achieving your financial goals.

Designations and Accreditations

Certified International Wealth Manager (CIWM) Year: Jan 13, 2010

Association of International Wealth Management & Canadian Securities Institute (CSI)

Certified Financial Planner (CFP) Year: Jan 01, 2006

Financial Planning Standards Council now - FP CANADA

Financial Management Advisor (FMA) Year: Dec 10, 2008

Awarded By: Canadian Securities Institute

Professional Financial Planning Course Year: Honours 2003

Awarded By: Canadian Securities Institute

Conduct & Practices Course Year: Honours 2003

Awarded By: Canadian Securities Institute

Canadian Securities Course Year: Honours 2003

Awarded By: Canadian Securities Institute

Master of Business Administration (MBA ) Year: January 1982

Awarded By: Punjab Agricultural University Ludhiana, Punjab India

Why have a Financial Plan?

As you move through different stages of your life, your financial needs change. You need financial solutions that evolve along with you, and a professional Financial Advisor to help you make the choices that are right for you. You can benefit from the services of an experienced and accredited professional who understands your financial needs, and is committed to helping you reach your goals.

A Personalized Approach

Taking a personalized approach based on your priorities, I will work closely with you to develop a financial plan- from day-to-day cash management, investment, and retirement planning to borrowing and protection considerations for you and your family. I will help you understand the financial implications of events that happen throughout your life, and, as your needs evolve make adjustments to ensure that your plan keeps pace.

Advice That’s Right For You

My focus is on providing objective advice to help you understand the financial options available and recommend solutions that are best for your situation. I help structure investment solutions with access to wide range of investment products including individual stocks, bonds, mutual funds & Exchange Traded Funds (ETFs). We also set up Fee based accounts, if beneficial to your personal situation.

On Your Terms

I can provide a second opinion on your portfolio of existing investments wherever they are. By allowing me to serve your investment needs, you will always have convenient access to your accounts, relevant information, and most importantly, objective advice and great service. I can meet your needs for today, while planning for your future

In summary, I will help you:

Plan to achieve the lifestyle you want 
Estimate your present and future cash flow 
Help make smart investment choices 
Assist with financial planning for retirement

RRSP, TFSA, RESP, Non-registered & Corporate Accounts

Vishu Dhiri CFP, CIWM, FMA, MBA
Investment Advisor

Serving as a Reliable Financial Planner in Surrey

About Queensbury Securities Inc.