Harp Family Enterprise Advisors of RBC Dominion Securities Inc.

Experience a wealth of clarity.

Harp Family Enterprise Advisors of RBC Dominions Securities.

Institutional strength.  Boutique attention.

We help ultra high net worth families and individuals navigate the complexity of significant wealth. By combining the resources of one of the world's leading wealth management firms with thoughtful personalized advice, we create confidence today and continuity for generations to come.

$1B+ in assets

Over $1 billion in client assets managed, with decades of experience guiding ultra high net worth families and individuals through complex financial pictures.

Trusted backing

Supported by the resources of RBC Wealth Management, Canada's leading full service wealth management firm.

Exclusive access

Access to specialized opportunities, alternative investments, and global expertise designed for those with significant wealth.

Exceptional wealth deserves more than technical expertise. It deserves wisdom, perspective and genuine human understanding.

—Harp Dhillon

Approach

We believe clarity compounds.

Significant wealth requires more than investment expertise. It requires a clear understanding of what matters, where you want your wealth to take your family, and how every decision supports that vision. This model illustrates our approach to family enterprise advising.

Wealth

The foundation of your enterprise, providing the stability and resilience your goals require.

Seeing beyond the balance sheet.

Our advisory work is anchored in three essential dimensions of clarity.

A black and white shot of an individual looking out over a vast expanse.

Clarity of purpose

We help you articulate your values, aspirations, and the broader meaning behind your wealth.

Silhouetted woman standing at floor-to-ceiling window overlooking expansive urban skyline and skyscrapers.

Clarity of structure

We align the financial, legal, and governance frameworks that support your wealth.

A black and white shot of two professionals seated next to each other overlooking a cityscape.

Clarity of direction

We define where your family enterprise is going and how capital will support that vision.

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Strengthening the family, and the enterprise.

Enduring wealth rarely fails financially. It fails relationally. At Harp Family Enterprise Advisors, we help families
integrate three forms of capital. Because if one weakens, the others inevitably follow.

Financial capital

The resources you've built and the foundation of  your family's future.

Includes:
Assets
Business value
Investments
Liquidity

Human capital

The people who will shape your legacy and steward wealth responsibly.

Includes:
People & leadership
Communication
Preparedness
Decision making

Social capital

The relationships and values that sustain it all  across generations.

Includes:
Relationships
Trust & values
Family alignment
Contribution

Process

A simple process for complex situations.

We take the time to understand the people behind the portfolio, develop a holistic plan, and coordinate the expertise needed to achieve your unique goals.

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Assess

We begin by understanding your family, your wealth, and the broader enterprise they support, identifying areas of complexity, risk, and opportunity.

Take our self-assessment

About Us

Wisdom is a rare asset.

Our evolution to Harp Family Enterprise Advisors reflects an expanded commitment to serving families beyond investment management. While investment excellence remains our foundation, we now integrate family dynamics, governance and long-term planning to provide families with the perspective and stewardship they deserve.

Our core values

Discipline

A consistent and thoughtful process underpins everything we do.

Integrity

Our clients’ trust is our most valuable asset. Transparency is our standard.

Stewardship

We care for your family's wealth with the same care, responsibility and long-term perspective we would expect for our own. Every decision is made with future generations in mind.

Human Understanding

Behind every financial decision is a family, a purpose and a story. We take time to understand what matters most before recommending what comes next.

Integration

We work alongside your accountants, lawyers, bankers and other trusted advisors to create one coordinated strategy instead of disconnected advice.

Living Legacy

We believe wealth is not only what you leave behind. Creating a lasting legacy is also about how you choose to live, lead and give throughout your lifetime.

Our Team

Behind every client relationship is a highly credentialed, multidisciplinary team uniquely equipped to navigate the opportunities and complexities that accompany significant wealth.