Connect with Harj
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.
“I support this network to create meaningful relationships that allow members of Sifarish to leverage each other’s unique skill sets in collaborative efforts.”