As a Vice President in our Calgary office, Harjeet counts medical professionals, executives and engineers among his growing range of clients. He provides executive financial counsel, debt management, and retirement and estate planning services. Drawing on his experience in tax, insurance and investments, he also develops and implements customized financial plans for clients looking toward retirement.
Harjeet takes a comprehensive approach to financial counsel, assessing many factors of a client’s life and career at any given time. In doing so, he recognizes that the needs of his time-pressed clients evolve, and ensures their plans evolve with them.
Having come to Calgary from Zambia, Harjeet started in the financial services sector in 2000. He joined T.E. Wealth in 2013 to focus on financial planning for high-net-worth individuals.
Harjeet holds the Certified Financial Planner (CFP®) and Canadian Investment Manager (CIM) designations. He also has a BBA in Accounting from Baylor University, and an MBA in Finance from Devi Ahilya University in India.
Harjeet and his wife are raising two young, hockey-playing boys in Calgary.