top of page

The people behind Investco Financial:

Advisory Team

At Investco Financial, we have a team of experienced financial advisors and extensive back office staff team to support you, your family, and your business.

 

With a strong focus on building lasting relationships, our advisors utilize advanced tools and deep expertise to deliver comprehensive wealth management solutions tailored to your needs, helping you navigate complex financial decisions with confidence.

Business Meeting

Team Members

Karan Gill

Karan Gill

Managing Director & Financial Advisor

As Managing Director of Investco Financial, Karan leads with a commitment to client success. He provides expert financial advise, helping individuals and businesses navigate wealth management.

Duyen Nguyen

Duyen Nguyen

Account Manager

Duyen plays a vital role in ensuring smooth operations and exceptional client service at Investco Financial. She provides dedicated support to both clients and advisors, helping maintain efficiency and a seamless experience.

Akam Dhillon, BBA

Akam Dhillon, BBA

Senior Advisor - Life, Health, & Wealth

Akam specializes in investment strategies, life and health insurance, and wealth management. With a BBA and deep industry expertise, he helps clients make informed decisions to build and protect their wealth.

Why clients choose us

We’re here for you

Our work with you is about more than finances. We’re one of the first people our clients call during pivotal moments. When they sell their home. When a loved one passes away. When they’re planning for their child’s education. When they need to take the next step. It’s our privilege to help you.

Family Walking Around the Neighborhood

Expert Financial Advice

Experience the confidence that comes from working with a firm that values transparency and honesty. We provide clear, straightforward advice you can trust, ensuring that you understand every aspect of your financial plan. Our commitment to openness and integrity means that you always know where you stand and can make informed decisions with confidence.

Business representative

Trusted Relationship

Your financial journey is unique, and we’re dedicated to being your steadfast partner through every phase. From launching your first business to navigating retirement, and everything in between, our commitment is to understand your goals and help you achieve them. Trust us to be there, every step of the way.

Cheerful Business Meeting
bottom of page