Our team started with a simple mission: to help individuals & families take control of their financial lives.


Harp was brought up in a hard-working farm family. “They knew how to make money,” as he tells it. “But not how to grow or preserve it.” Harp wanted that to change. As a young adult, he read finance texts, completed coursework, and seized some of the industry’s most coveted credentials. He didn't realize it at the time, but this learning would lead to the formation of the Harp Dhillon Group – today one of the top advisory teams in the country.

Our entire team is united by the same sense of purpose and responsibility that motivated Harp all those years ago. What has evolved, however, is the reach of our capabilities, and the size of the ambitions we can help you achieve. Beyond financial security and comfort, we exist to help you make a meaningful societal impact, enhance your quality of life, and achieve the dreams you hold for future generations.

Harp Dhillon, FCSI, CIWM

Senior Portfolio Manager

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David Fotheringham, CFA

Associate Portfolio Manager

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Ranu Dhaliwal, BBA

Senior Associate

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