Cross-border and beyond™

We believe there’s nothing better in the world than helping someone achieve something. So we’re here to help you achieve whichever wealth management goal – whatever life goal – is most important to you.

In any situation involving money and life, we want to be your very first call. Whether it’s seamlessly managing your cross-border needs, helping you plan for retirement or addressing your unique requirements as a business owner or medical professional, we offer wealth management that goes far beyond finances.

So far beyond, in fact, that we call it Biggest picture wealth management™.

We want a long-term relationship – but we won’t rush it. We speak plain English, we are relaxed and approachable, we work incredibly hard for our clients, and we’re completely dialled-in on their lives.

Want to learn more about the value it can all bring to you? Start with the bio of our principal, Harp Sandhu.


Retirees

Retirees

06/10/2018
Helping you enjoy life on your terms.
Niches
Medical Professionals

Medical Professionals

06/08/2018
Helping physicians address their unique needs.
Niches
Cross-Border Clients

Cross-Border Clients

06/10/2018
Highly specialized, comprehensive services.
Niches
Business Owners

Business Owners

06/10/2018
Top-flight support for your success.
Niches

Cross-border and beyond™

Dialed-in on your life

Our brand foundation

Our manifesto

Trust is the world's most important currency

Harp

Sandhu, BA Econ, CIM®, CPCA Senior Wealth Advisor

Amy

Chen, M.Fin, CSC Wealth Advisor Associate

Christophe

Vencatareddy, CSC Wealth Advisor Associate
I have to help. It comes from my dad: he was known as someone you could always count on.
Harp Sandhu