About Atul Jagga

Credentials and education

Atul’s credentials bring together accounting, immigration consulting, finance, strategy, marketing and operations. His academic qualifications include two MBAs: one in Finance & Strategy from the University of British Columbia, and one in Marketing & Operations from Panjab University. His professional credentials and completed levels are listed individually below.

• CPA (Ontario)
• RCIC-IRB — licensed immigration consultant, licence R711106
• MBA, Finance & Strategy — University of British Columbia
• MBA, Marketing & Operations — Panjab University
• CFA Level I
• CBV Level II

The Finance & Strategy MBA and the Marketing & Operations MBA represent distinct areas of his education. Alongside those degrees, his CPA (Ontario) credential sits within his finance background, while his RCIC-IRB credential relates to his work in Canadian immigration. CFA Level I and CBV Level II are identified here by their respective levels.

For visitors looking for Atul’s background in one place, this list brings his education and professional credentials together with the experience, authorship and engagement approach described below.

Experience across finance, strategy and immigration

Atul has more than 20 years of experience across corporate finance, fractional CFO advisory, business strategy and Canadian immigration. These are the areas at the centre of his professional background and of the intersection he describes in his own words.

His experience includes senior finance roles at Moneris, Payfirma and Idea Cellular. At Idea Cellular, he managed a revenue portfolio of approximately $150 million. Moneris, Payfirma and Idea Cellular are the organisations identified here in connection with his senior finance roles.

His project work involved RBC, BMO and CIBC. These organisations are mentioned solely in relation to that project involvement. The senior finance roles described above and this project work are separate parts of his experience.

Atul founded The Biz Plans in 2016 in Toronto. His background encompasses both corporate finance and fractional CFO advisory, alongside business strategy and Canadian immigration. The combination is reflected in his positioning: work at the intersection of business strategy, finance and Canadian immigration.

A founder’s professional background

The different parts of Atul’s background can be read together: corporate finance experience, fractional CFO advisory, business strategy and Canadian immigration. His senior finance roles at Moneris, Payfirma and Idea Cellular form part of that background, while his two MBAs cover Finance & Strategy and Marketing & Operations respectively.

At The Biz Plans, he is the founder who personally leads engagements. His own description extends from research and strategy through financial modelling to final delivery. That is the engagement approach presented here alongside his credentials and experience.

His profile also includes authorship and mentorship: he wrote Business Plan Essentials: Building Your Business Plan and is a Futurpreneur mentor. Together, these details provide a single place to find the founder’s professional qualifications, areas of experience, published book and contact routes.

The book

Business Plan Essentials: Building Your Business Plan

Atul is the author of Business Plan Essentials: Building Your Business Plan, published in Kindle format on February 26, 2025. The book provides another way to find his published work alongside his professional profile. The site’s existing Business Plan Essentials page introduces the book; the Amazon book page is linked here for the Kindle edition.

For readers arriving through the book, this About page brings together the author’s credentials, his senior finance experience and his role as founder of The Biz Plans. For visitors arriving through the firm, the book is part of Atul’s published authorship.

How Atul works

“I personally lead engagements from research and strategy through financial modelling and final delivery.”

— Atul Jagga

Atul describes personal involvement across the engagement, from research and strategy to financial modelling and final delivery. That statement sets out his role in the work rather than describing only the final document. Research, strategy, financial modelling and delivery are all included in his description of how he leads engagements.

The service pages below connect this profile to the relevant areas of work. They provide a route from Atul’s background to information about fractional CFO advisory, business plans and immigration business plans.

• Fractional CFO advisory — connects with his experience across corporate finance and fractional CFO work.
• Business plans — connects with his work across business strategy, research and financial modelling.
• Immigration business plans — connects with the Canadian immigration dimension of his work and his RCIC-IRB credential.

Mentorship, languages and consultations

Atul is a Futurpreneur mentor. Mentorship sits alongside the finance, strategy and Canadian immigration experience described in this profile.

His languages are English, Hindi and Punjabi. Consultations are available virtually. Whether you are looking for his professional background, his book or a way to discuss an engagement, the contact details below connect you with The Biz Plans.