About Us

Financial Planning Calgary
Girish is a proud Canadian citizen who immigrated from India and landed in Calgary in 2000. During his stay of 22 years in Calgary, he has devoted 19 years helping Canadians with their financial planning needs. Girish considers himself to be lucky to have education and the financial acumen to successfully establish a financial consulting practice, Agrawal Associates with IG Private Wealth Management, in Calgary.

In his mid-forties, Girish started exploring his own capabilities in his personal life; some can call it mid-life crisis. He started hiking. He summited Mount Kilimanjaro in 2016 and raised more than $150,000 to help schools in India build toilets. In 2018, he summited Mount Aconcagua and raised over $ 90,000 to build a maternity hospital in Kisii, a small town in Western Kenya. Girish became so connected to the mountains that he wanted to climb all seven summits, highest mountain in each continent. Covid has not let him realize his goal of climbing all seven summits to date.

When we look at Girish’s current life, he is single with no children. He had the opportunity to reflect on the purpose of his life. One thought that had bugged Girish always is that he had never done anything for India, his mother land. Girish plans to return to India in 2028.

Girish is also well aware that Canada has given him everything; success, happiness, wealth, friends, knowledge, and memorable experiences. He does not want to return to India with a guilt that he did nothing for Canada and the great people of Canada. He didn’t have to look too far to identify a good cause for this purpose.

During his financial planning career of 19 years, Girish had the opportunity to observe the financial planning industry closely. He noticed that financial planning does not receive desirable attention from Canadians. People are unlikely to prioritize financial planning until they experience financial crisis.

When he connected with FP Canada, the institution that owns CFP, Certified Financial Planner title, he learnt more realizations about the financial planning industry. For example, the industry is male dominated, there is a scope of diversity, and most importantly; there’s no scholarship set up for CFP certification to date.

Girish decided to bring his two passions; hiking and financial planning together. He created EFP campaign, Everest for Financial Planning. Girish is going to climb Mount Everest in 2022 with two distinct objectives:

Financial Advisor Calgary

Increase Canadians’ Awareness

Increase Canadians’ awareness towards the importance of financing planning;

Scholarship Fund

Raise $750,000 for Tara Agrawal scholarship fund for the CFP certification. The scholarship fund will release 6 scholarships of $5,000 each annually for deserving candidates. To include the diversity and inclusion piece in this campaign, the scholarships will be awarded to:

  • 2 women
  • 2 immigrants
  • 2 general candidates
Financial Planning Calgary
Financial Planning Calgary

Scholarship Fund

Raise $750,000 for Tara Agrawal scholarship fund for the CFP certification. The scholarship fund will release 6 scholarships of $5,000 each annually for deserving candidates. To include the diversity and inclusion piece in this campaign, the scholarships will be awarded to:

  • 2 women
  • 2 immigrants
  • 2 general candidates

Approaches

The EFP campaign success depends on your support. Girish is seeking your help through the following four possible ways:

01

Give him your wishes and blessings that he returns safely from Mount Everest and be successful in his campaign

02

Provide your testimonial on the importance of Financial Planning and inspire Canadians to do financial planning

03

Donate generously to the scholarship fund

04

Become an Ambassador of the EFP Campaign by committing to raise $25,000 or more for the scholarship fund

Girish has given massive amount of time, energy, training, and finances to bring this campaign to life. He has funded the campaign and Everest expedition through his own funds. Your donations are 100% contributed towards the scholarship fund, 0% of donations will be used towards any administration costs or campaign expeditions cost. You will receive tax receipt for the 100% of the monies donated.

Please support the EFP campaign. It will provide you with a sense of community involvement and a unique opportunity to have a direct positive impact on Canadians’ lives. Thank you.

Testimonials

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