Harj Takhar, CPA, CFP, TEP, CLU

I strive for excellence in the work that I do. I coordinate with relationship managers, investment counsellors, bankers, and planners to develop a clearly defined comprehensive wealth plan and strategies that serve our high net worth clients retirement needs. Using a comprehensive approach I am able to minimize tax through optimizing cash flows, integrate business planning, and implement appropriate trust and estate planning to fulfill family legacy and philanthropic goals in tax efficient manners. I address client planning issues, goals, and concerns, to provide them with a sense of financial well-being and an affirmation of their family’s wealth stewardship.

If you believe that I can be of help to you, please get in touch or connect.

On the personal side, I enjoy watching and playing basketball, working out, food, target shooting, reading, and film & theatre. Things on my bucket list include competing in the Spartan Race, going skydiving, and completely rebuilding a motorcycle.