Billy Kailla started his financial services career some 20 years ago. After working for two of Canada’s big banks for several years, he decided to become an independent advisor so he’d be able to offer the best products and solutions to his clients. Since then, he has managed not only his clients’ wealth, but has done so while building long-term relationships and ensuring that their ever-changing financial needs are met. In addition to his strong interpersonal skills, Billy has also obtained the CFP designation, which is one of most sought-after senior credentials in Canadian financial services.

I am married with two adult children (no grandkids yet). My commitment to family and community remains to be a priority in my life. Part of my approach is to have a healthy balance between my family life, community involvement and my career. I have been with Desjardins Financial Security Independent Network and Desjardins Financial Security Investment Inc. for the last 26 years, with 26 years of previous sales and management experience. I enjoy working with and helping people plan their financial future.

My volunteer activities include finance work at the local church where my wife and I attend. I enjoy skiing, martial arts, baseball and reading. I am also a member in good standing of ADVOCIS, the Financial Advisors Association of Canada. Currently, I hold my Mutual Funds license in British Columbia, Alberta, and Ontario. On the insurance side, I hold my license in British Columbia and Ontario.

Trusting an advisor with your personal finances, for most people is easier said than done. I understand this and work at earning my client’s trust. The overriding principles, on which I form the basis of my conduct in relationships with other people, in both my professional and personal life, are honesty and integrity.

I always put my client’s needs ahead of my own, and I will always provide my clients with the most straight forward, caring and professional advice available.

Sukhu Bansal is a Sales Manager at Desjardins Financial Security Independent Network in the Surrey office. She brings her 15 plus years’ experience as an accomplished financial advisor specializing in insurance and mutual funds.

Over the course of her professional career, she has received multiple awards and qualified for many industry conferences in recognition of her sales achievements and growth in business. With exceptional care and attention to details, Sukhu constantly strives to provide her clients with plans and strategies to reach their financial security goals based on their priorities and aspirations.

Sukhu is passionate, driven and makes her team of advisors, her clients and their goals her priority. As Sales Manager, she invests a great deal of her time towards training and mentoring young advisors to so they can fulfill their aspirations and ambitions.