Our services | Harp Sandhu | Macquarie Private Wealth

About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

Harp Sandhu, BA Econ., CSA

Investment Advisor

Home» Our services

Our services

Ensuring your financial well being

My wealth management practice is about people and their financial well being. My clients come from varied backgrounds and represent a cross section of successful individuals from all stages of life.

Because everyone's circumstances are different, initially there will be a short conversation to determine if my services are the right fit for you and that your situation is the right fit for me. If we are compatible I then schedule a meeting to review and establish your personal goals and objectives. From this, I will create a wealth management plan with recommendations that are designed specifically for you.

While it is important to develop a wealth management plan, it is equally important to monitor and review it regularly to ensure it continues to meet your goals and objectives. It's important to get together regularly to ensure your investments stay in tune with any changes that occur in your personal situation.

I call this the Private Planning Process and have detailed the steps below:

Gather information, establish objectives.
Develop a written wealth management plan.
Select strategies.
Implement tactics.
Measure and evaluate results.
Review and adjust strategies.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.