About Macquarie

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Harp Sandhu, BA Econ., CSA

Investment Advisor

Home» Our vision» Working with me

Our vision

Working with me

You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me. I will:

Treat you with respect, honesty and dignity
Act as your advisor, putting your interests first
Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your timeframe
Explain the implications of the strategies we propose
Update you by email, mail and phone
Meet with you regularly to review your Investment Policy Statement (IPS)

Effective communication and mutual respect are essential to a successful partnership, so I expect and will provide:

Trust
Respect
Honesty and integrity
Complete disclosure
Sincerity
Commitment

My recommendations are always based on your best interest. As my client, you need to know that all investment, tax, estate, and insurance^† advice will be based on the information you provide to me. I expect you to participate enthusiastically in the wealth management process.

^†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.