Harjeet Sachar, CFP®, CIM®, MBA, BBA
Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
“What separates a successful financial plan from the rest is having the discipline to see it through. My clients can count on me to always have that discipline on their behalf.”
I count medical professionals, executives, and engineers among my growing range of clients. Drawing on my experience in tax, insurance, investments, and financial planning, I develop and implement customized financial plans for clients looking toward retirement and beyond.
My comprehensive approach assesses many factors of a client’s life and career at any given time. I recognize that the needs of my time-pressed clients evolve, and help ensure their plans evolve along with them. This can help give them peace of mind as they handle a variety of responsibilities, while working towards achieving financial independence over time.
Having moved to Calgary from Zambia in 1998, I bring over 20 years of financial industry experience gained at firms such as Investors Group, CIBC, TD Waterhouse, MD Management and HSBC. I have exposure across the sector, with a particular focus on financial planning for high-net-worth individuals, having performed roles as a Consultant, Business Advisor, Senior Financial Planner, and Associate Investment Counsellor.
My Certified Financial Planner (CFP®) and Canadian Investment Manager (CIM®) designations are built on my academic credentials, which are a BBA in Accounting from Baylor University and an MBA in Finance from Devi Ahilya University in India.
Beyond the Office
I love spending time watching sports, movies and travelling with my wife and two boys.