Addy Dosanjh

With 15 years of experience as a financial advisor, Addy focuses on creating custom solutions for his clients catering to both immediate goals and long-term aspirations. He specializes in tax and estate planning, while thoughtfully working with multiple generations of families, small business owners, professionals and entrepreneurs.

Born and raised in Osoyoos, British Columbia, and now based in the Lower Mainland, Addy is deeply committed to cultivating relationships with his clients and building a network of trusted professionals to meet the unique needs of each client. Addy enjoys educating his clients throughout the planning process, ensuring they are empowered to make informed financial decisions.

In addition to his work, Addy is a business owner and angel investor with a passion for supporting local entrepreneurship. He is actively involved with charities and non-profits in his community, further reinforcing his commitment to giving back. Outside of work, Addy enjoys spending time with his family and is an avid sports enthusiast, having played hockey, golf, and more recently, pickleball.