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Building legacies, empowering generations
Focused on the interplay of family, business, and ownership and providing simplified strategies to help you build a meaningful legacy—one that empowers this generation, and the next.
that places your needs and goals at the centre
that eases wealth transfer to future generations
that support initiatives and help secure your legacy
Truly personalized to your short- and long-term goals and able to change and evolve according to your life circumstances, family priorities, and business needs.
so you can focus on what matters most
to help you craft a personalized strategy
to diversify and strengthen your portfolio
Dedicated to supporting your family's unique needs—personal, financial, or otherwise—with collective expertise and collaborative solutions.
for industry-leading advice
for access to world-class support
of combined industry experience
Senior Portfolio Manager
For over 20 years, I have had the privilege of helping families, entrepreneurs, and philanthropic organizations navigate the complexities of wealth with clarity and purpose. As the founder of Harp Dhillon Family Enterprise Advisors, my mission has always been to work closely with families to understand what truly matters—not only in financial terms, but also across generations, relationships, and personal values. I believe the purpose of wealth should be to support the life you want to live, care for the people you love, and help shape a future that reflects your values, and the philosophy that guides everything I do is helping you make informed decisions that align your financial strategies with the goals and legacy you wish to create.
Supported by an experienced and dedicated team backed by the resources of Canada’s leading full-service wealth management firm, we help simplify complexity, clarify priorities, and ensure that your wealth is structured to last throughout generations. Our approach is tailored and collaborative, with an emphasis on thoughtful planning at the intersection of family, business, and ownership. Whether we’re guiding clients through investment planning or helping families articulate and share their values, our goal is always the same: to support clients in making better decisions about wealth and understanding the purpose it serves.
My background may be in finance, but my approach is always human centered because finance is, at its core, about people. I am a certified Family Enterprise Advisor (FEA) and a proud member of The UHNW Institute, reflecting my commitment to the evolving needs of family enterprises. I also hold several professional designations including Certified Financial Planner (CFP), Personal Financial Planner (PFP), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI)—the highest honour in Canadian financial services.
Outside of my professional work, I am a husband and father of two daughters. My strong belief in community and giving back has led me to found the Canadian Hand Foundation and contribute as a Board Chair of the Surrey Hospitals Foundation. I have also served on the board of the Insurance Council of British Columbia and as a member of the RBC Dominion Securities Advisory Board, underscoring my dedication to advancing standards and innovation within the financial services industry.
Senior Associate
I am a highly accomplished wealth professional with nearly two decades of financial services experience, all of which has been spent alongside Harp Dhillon at RBC Dominion Securities. As senior associate, I work in close collaboration with Harp to uncover our clients’ needs and build portfolios that are truly reflective of their values. I recognize the immense trust clients place in us and love to help build their confidence through proactive strategies and personalized service. I also serve as our team operations lead, developing and implementing new processes while ensuring we act as a well-oiled machine that runs efficiently for the benefit of those we serve. From big-picture thinking to fine-tuning the details, I never let anything slip through the cracks and work diligently to ensure our clients can achieve their goals.
Prior to joining Harp Dhillon Family Enterprise Advisors, I earned a Bachelor of Business Administration from Okanagan University College (OUC). Although I have spent years refining my skills and solidifying myself as a key resource for clients and team members alike, I enjoy learning new things and pushing myself to grow in new ways on our dynamic, ever-evolving team.
Associate Portfolio Manager
I am a knowledgeable investment professional with over a decade of experience at other leading financial institutions before I joined Harp Dhillon Family Enterprise Advisors in 2024. In my previous roles as an investment analyst and strategist, I gained an array of skills in top-down analysis of financial markets, bottom-up investment research, and financial modelling. Today, as associate portfolio manager for our team, I leverage those skills to develop thoughtful and thorough wealth and investment strategies with the aim of optimizing our clients’ financial lives so that they can live with confidence and true peace of mind.
Before joining the financial services industry in 2013, I earned a Bachelor of Business Administration with a double concentration in finance and international business from Simon Fraser University. I then went on to complete my Executive Master of Business Administration (EMBA) from the Chinese University of Hong Kong (CUHK). Furthering my expertise, I am also a CFA charterholder—the gold standard in investment analysis.
Associate Wealth Advisor
Since joining RBC in 2022, I’ve had the privilege of working closely with individuals, families and business owners to help them navigate the complexities of wealth with clarity and confidence. I joined Harp Dhillon’s team in 2025, drawn by a shared philosophy that wealth planning should be deeply personal, purpose-driven and grounded in long-term relationships.
In my current role, I partner with clients to help them build, preserve and transition their wealth through thoughtful planning and personalized financial strategies. For me, wealth planning is not just about numbers, it’s about people, purpose, and the long-term impact we hope to make. Backed by my experience and education—I hold a Bachelor of Arts, Major in Psychology from the University of Victoria—I am committed to delivering clear guidance and long-term value to individuals and families at every stage of their financial journey. Together, our team helps ensure that our clients’ financial strategies are not only sound, but also aligned with the legacy they wish to create.
Administrative Assistant
I joined Harp Dhillon Family Enterprise Advisors in 2024, bringing with me over seven years of financial services experience at another Canadian financial institution. As administrative assistant, I leverage my client-first approach and attention to detail to ensure our clients receive a seamless and efficient service related to client onboarding, account contributions, investment strategy reviews, and RRSP/LIRA to RIFF/LIF conversions.
A graduate of the UBC Sauder School of Business, I earned a Bachelor of Commerce with a major in marketing and specialization in international business. I am committed to furthering my education and honing my skills in the industry and am life insurance licensed.
Uniquely equipped to help family enterprises, ultra-high-net-worth individuals, and non-profits navigate the complexities and opportunities of their financial journey.
in UHNW client assets managed
Canada’s #1 full-service brokerage
one of the world’s largest banks¹
1. By market capitalization. As of December 4, 2023 - S&P Global, FactSet.
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