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Harp Sandhu, BA Econ., CSA

Investment Advisor

Home» Our services» Wealth management solutions

Our services

Wealth management solutions

I am fully qualified and knowledgeable in a number of different areas, but my main focus is on three priorities:

Personalized portfolios

I have a disciplined and highly structured approach to creating and administering your portfolio. Your portfolio may be comprised of one, some, or all of the following types of assets: equities, guaranteed products and specialty areas.

The composition of your individual portfolio will be grounded in my disciplined approach, but customized to reflect your individual goals and objectives, current market conditions and availability.

For more information, click here.

Managed portfolios

The Macquarie Integrated Managed Account (IMA) is available to investors with a minimum of $100,000 who wish to have their investments professionally managed by some of the world's top money managers in a discretionary manner.

Specialty solutions

In addition to individual investments, there are a number of services and products that I can offer to my clients based on their individual situations.

Tax planning — limited partnerships, flow-through shares, labour sponsored funds
Estate planning
Insurance products^† — including annuities, segregated funds, life, critical illness and disability insurance
Individual pension plans
Group RRSP Plans

Other services

In addition to performing comprehensive wealth management services to secure your future, I can provide leadership and services regarding:

Investments

Registered Retirement Savings Plans (RRSPs)
Registered Retirement Income Funds (RRIFs)
Registered Education Savings Plans (RESPs)
Tax-Free Savings Accounts (TFSAs)
Stocks
Bonds
Guaranteed Income Certificates (GICs)
Mutual funds
Flow-through shares
Specialty products

Insurance^†

Income Plus and Segregated Funds
Estate Planning Services
Life Insurance^†
Disability and critical illness^†
Annuities^†

^†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.

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.