By Nitisha Nigam on July 2, 2026 Verified by Google

Thank you to Harpreet for the excellent service and guidance for my insurance policies! He took the time to explain all the details in a way that was easy to understand. I got exactly the right coverage for my travel insurance, and I highly recommend them to anyone.

By DFSIN Ottawa on June 2, 2026 Verified by Google

Harpreet and Mohit are a great team! Putting the needs of clients first, always. Love having Zoho as part of our DFSIN Ottawa family.

By anil gopalakrishna on October 22, 2025 Verified by Google

I have been going to Harpreet for Visitor Insurance and general financial guidance. He has been a great friend to work with. Even when i needed to go for insurance claim he gave valuable guidance. You might find the same rate or slightly better rate for premiums elsewhere but you won’t get the personalized service like him. Kudos for being available for the community always.

By Pravalika D on August 18, 2025 Verified by Google

We’ve had a wonderful experience working with Harpreet. He takes the time to truly understand our financial goals and explain everything in a clear and approachable way. His guidance helped us feel more confident about our financial decisions and better prepared for the future.
What we appreciate most is his professionalism, patience, and genuine care for his clients’ success. He is always responsive, detail-oriented, and proactive in providing valuable advice.
We highly recommend Harpreet for anyone looking for a trustworthy and knowledgeable financial advisor who truly puts clients first.

Thank you 😊

By amish parmar on April 15, 2025 Verified by Google

Harpreet is very helpful in terms of guiding to get the correct policy as per the needs. He always compares with different providers and suggest he best option. He is very much reachable and helpful during the policy claims as well. I have been dealing with him from last 5+ years and very satisfied with the services.