Wealth Consultants

Providing Integrated Investment Advice for Doctors and Dentists in B.AC.

Working with Medical Professionals

  • Through a deep understanding of corporate tax, estate rules, and investment management we assist our clients with all of their financial needs. Whether you lack the time or expertise to manage your personal wealth, and would like help in making the right financial choices for your family, Harj and Darshan are committed to delivering the expertise to help you achieve your goals.

After-Tax Wealth Management

  • Increasing the amount of after-tax income you keep by learning how your personal and corporate finances are structured. Learn to take advantage of the varying tax laws effecting your personal, operating and holding company, and family trust to increase your families overall wealth.

Complete Financial Solutions

  • Our team specialized in simplifying your finances, providing you with expert advice, and delivering exceptional value to you and your family. We understand the demands on medical professionals, and the unique financial options available to self-employed health care professionals.

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