Harj Grewal, BA, CFA, CBV, CFP

Portfolio Manager, Investment & Wealth Advisor

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Darshan Grewal, BBA, CFA, CPA

Portfolio Manager

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Who We Help

Through a deep understanding of corporate tax, estate rules, and investing we assist our clients with all of their financial needs.  We're both proud CFA Charterholders, with combined expertise and designations in the field of Accounting, Financial Planning, and Business Valuation.

We offer a premium level of wealth management through our industry leading Private Investment Management (PIM) program to ensure each client receives a customized portfolio tailored to their unique goals and objectives.


Health Care Professionals

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Business Owners

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Retirees & Families

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