Harminder Bains

Since joining the firm in 2016, Harminder has been a core member of the advisory team, providing comprehensive advice and personalized service as an Associate Wealth Advisor, with a focus on clear communication and long term outcomes.

A dedicated financial professional with a passion for helping clients build, preserve, and transfer wealth efficiently, Harminder delivers tailored, holistic wealth strategies that reflect each client’s unique goals and circumstances. He brings deep experience in financial planning, investment management, risk mitigation, and estate and succession planning, and works with professionals from a wide range of backgrounds to simplify complex decisions and celebrate financial milestones.

Harminder holds a Bachelor’s degree in Economics and Business from Simon Fraser University and an MBA from Dalhousie University. He is a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®) and is registered with securities regulators in multiple provinces. He spent five years living and working in Toronto, gaining experience advising clients with diverse needs and increasingly complex financial situations.