About Us

“My investment returns have consistently beat their respective benchmarks.”

Strategic wealth management helps you to meet your financial goals and ensures you will feel confident about the future. As an independent and family-owned wealth management firm based in Canada, we provide you with unbiased financial advice that is tailored to fit both immediate and long-term needs. With over a decade of experience in wealth advisory services, we help you create a financial retirement plan, set up a college fund for children, financial risk management consulting, act as a personal wealth advisor, and assist nonprofits with financial management.

Our Vision

A Vision Statement is a description of the desired future state of the company. An effective vision inspires the team, showing them how success will look and feel.

Our Mission

A Mission Statement is a definition of the company’s business, who it serves, what it does, its objectives, and its approach to reaching those objectives

What Our Customers Think

“I am very pleased with the investment programs that Harpal has put together for me. Not only the investments are performing well, they are exceeding my expectations.

Ben. L

GGO Founder

“I have been dealing with Harpal and his company for many years. I have developed very strong trust levels in his ability in Financial planning strategy.

John. M

Looca CTO

“After switching to Dharna CPA from my regular accountant, they made a few changes that significantly reduced my spend and helped me get money back from CRA.

Sara. J