About Aerie Insurance Solutions
Bam Sidhu, BA, CFP, MFA-P
Financial Services Industry Since 1988
CEO/Founder of Aerie Insurance Solutions Inc.
- Past Board member of the Fraser Valley Indo-Canadian Business Association
- Strong supporter of the Heart and Stroke Foundation
- Strong supporter of the Kidney Foundation of BC
- Past Board member of the Abbotsford Community Foundation
Bam Sidhu was born and raised in The Fraser Valley. He enjoys golf, being an avid sports fan and spending time with his family. He went to school at Mission Senior Secondary, graduating with Honours in 1982. He went on to the University of Fraser Valley and then to Simon Fraser University, graduating with a BA in Criminology and a minor in Economics.
After SFU, Bam started a career as an Advisor with MetLife in 1988. In early 1991, he was promoted to regional training consultant working with advisors from Victoria to Thunder Bay. He thoroughly enjoyed the interaction with clients and advisors across Canada.
In 1992, Bam Sidhu was promoted to an Associate Manager role in Burnaby. In 1993, MetLife opened an office in Abbotsford where he was promoted to Branch Manager.
Upon purchasing MetLife in 1998, Mutual Life of Canada transformed the company into Clarica, and eventually SunLife in 2001 – the same year Bam received his CFP designation. Over the following years, he grew the office from a small 5-advisor team to a large group, taking his branch to new heights.
Our Team
Our team is built on expertise, integrity, and a shared commitment to putting clients first. Each member brings a unique blend of industry knowledge, personalized service, and a genuine passion for helping individuals, families, and businesses protect what matters most. Together, we take a collaborative approach—listening closely, tailoring solutions, and guiding clients with clarity and confidence. More than just industry professionals, we’re trusted partners invested in long-term security and peace of mind for our clients.
Preet Sidhu
Financial Advisor
MPK INSURANCE SERVICES INC.
James Deakin ASA, CFP, CLU, ACIA
SVP High Net Worth
& insurance Sales
TRUSTONE FINANCIAL INC.
Lawrence Nair CPA CMA, CFP
CPA & Financial Advisor
TAXWISE INSURANCE SERVICES
Jim Lew
Director of Business Development
TRUSTONE FINANCIAL INC.
Michelle Roussin AALU, ALMI, CHS
Tactical Field Underwriter
TRUSTONE FINANCIAL INC.
Sanju Sukul CPA, CA, TEP
CPA, CA, Tax & Estate Planning Consultant
CANADA LIFE
Your Trusted Financial Team for Business Owners & Business Families
Bam’s passion has always been about working closely with clients. He is now in a position to offer 37 years of experience, knowledge and building relationships by starting Aerie Insurance Solutions Inc in 2020. He looks forward to working with Accountants, Lawyers, Estate Planners to help Business Owners and Business Families achieve financial freedom on their terms.
His clients include farmers, dairy farmers and family businesses that want to effectively and efficiently transition their business to a successful family transfer or third-party sale. He works with Estate Planners, Accountants and Lawyers to guide through the intricacies of business transitions.
Bam’s industry experience has given him the opportunity to interact and assist advisors and clients, helping them grow and protect their families and businesses. Now, Aerie Insurance Solutions can help you attain financial freedom for your business, manage your estate planning needs, and protect your legacy through business succession planning– as a one stop solution.
Contact Us to Learn More About How We Can Help You.