Harj Grewal, BA, CFA, CBV, CFP

Portfolio Manager, Investment & Wealth Advisor

Phone Number604-678-2958
|
Email me

Harj is dedicated to working with clients to meet their unique financial goals and life planning objectives. Harj has an Economics degree from Simon Fraser University, with a minor in Communications, and the professional designations of Chartered Financial Analyst, Chartered Business Valuator, and Certified Financial Planner, plus over 25 years of investment planning, business valuation/consulting and corporate finance/capital markets experience. Harj uses his training and experience to assist clients with financial and investment planning that creates real tax, cost and investment efficiency – designed to meet our client’s goals and work within their own specific situations and within the confines of their financial risk tolerances.

Darshan Grewal, BBA, CFA, CPA

Portfolio Manager

Phone Number604-678-2957
|
Email me

Darshan utilizes a consultative approach to help clients fully articulate their life objectives, and any potential financial risks to themselves, their careers and to their families. Darshan has a Business degree from Simon Fraser University, and the professional designations of Chartered Financial Analyst and Certified Professional Accountant, plus over 25 years of experience with public and private corporations. Through extensive discussion, Darshan is able to help clients identify risk mitigation strategies, while working with them to create optimal investment strategies, based on financial/tax planning, so that they can comfortably meet their financial goals.

Tommy Xie, BBA

Associate Advisor

Phone Number604-257-2457
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Kimberley Lem

Associate

Phone Number778-328-7744
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604-235-9950

Take the Next Step

Great investment advice is not that different from sound medical advice. Working with qualified, highly skilled professionals with the ability to diagnose your current financial situation, identify gaps between where you are today and where you want to be in the future, and creating solutions to help you get there can make a difference in achieving your optimal financial health.

For more information or a confidential financial health assessment, contact us today.
 

Harj Grewal, BA (Econ), CFA, CBV, CFP
Portfolio Manager, Investment & Wealth Advisor
Direct line: (604) 678-2958 
E-mail: harj.grewal@rbc.com
 

Darshan Grewal, BBA, CFA, CGA
Portfolio Manager
Direct line: (604) 678-2958
E-mail: darshan.grewal@rbc.com