“Harpreet Singh is a Nationally recognized, award-winning personal financial advisor, focused on empowering Professional Business Owners and families to gain confidence in their financial decisions. As a former Professor who has taught across three continents, as a serial entrepreneur and a former strategy management consultant, Harpreet believes first and foremost in educating, enabling & empowering his clients so that they can focuses on planning, strategy & implementation of their long-term financial objectives.

Harpreet’s typical clients include Professional Business Owners (Technology, Healthcare & Legal) who want to plan their financial future in a more tax-efficient and predictable way; Real Estate Investors who want to avoid the tax time bomb and plan their estates, And Families who wish to plan Inter-Generational Wealth Transfers.

As an Independent Advisor, Harpreet works with all the major Investments Fund Providers and Managers including big Banks and Financial Institutions; and as a Life-Health Insurance Licensed broker, has access to 25 major Insurers in Canada.