A family office approach to wealth creation and strategic stewardship
Focused on the interplay of family, business, and ownership and providing simplified strategies to help you build a meaningful legacy—one that empowers this generation, and the next.
Financial planning
that places your needs and goals at the centre
Will & estate planning
that eases wealth transfer to future generations
Charitable giving strategies
that support initiatives and help secure your legacy
A simplified investment strategy for your sophisticated financial situation
Truly personalized to your short- and long-term goals and able to change and evolve according to your life circumstances, family priorities, and business needs.
Discretionary managed solutions
so you can focus on what matters most
Global investment expertise
to help you craft a personalized strategy
Alternative investments
to diversify and strengthen your portfolio
A suite of family enterprise advisory services led by a highly accredited team of professionals
Dedicated to supporting your family's unique needs—personal, financial, or otherwise—with collective expertise and collaborative solutions.
Certified Family Enterprise Advisor
for industry-leading advice
Member of the UHNW Institute
for access to world-class support
Several decades
of combined industry experience
Harp Dhillon
Ranu Dhaliwal
Edgar Sung
Paige Stewart
Melanie Prieto
Valeria Bosiocic
All packaged together in a boutique practice bolstered by institutional strength
Uniquely equipped to help family enterprises, ultra-high-net-worth individuals, and non-profits navigate the complexities and opportunities of their financial journey.
Over $1 billion
in UHNW client assets managed
Part of RBC Dominion Securities
Canada’s #1 full-service brokerage
Access to the resources of RBC
one of the world’s largest banks¹
1. By market capitalization. As of December 4, 2023 - S&P Global, FactSet.
Thought leadership
Discover a better way with Harp Dhillon Family Enterprise Advisors
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