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Harprit Dhillon, Financial Advisor

FINANCIAL ADVISOR
Harprit Dhillon

CIM®, FCSI®
100 York Blvd, Suite 125, Richmond Hill, ON L4B 1J8opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Business owner considerations

About Harprit

I am a seasoned financial advisor with two decades of experience in the financial services industry, specializing in building wealth strategies and comprehensive financial planning. I am dedicated to helping individuals, families, and business owners build, preserve and transition wealth through every stage of life.

Grounded in disciplined investment principles, I focus on customized asset allocation and diversification strategies tailored to each client’s goal, risk tolerance and time horizon. This structured approach helps manage risk while positioning client's investments for long-term growth and stability.

I am dedicated to building enduring client relationships founded on trust, integrity and personalized service by taking time...

Work History

  • Edward JonesAugust 2024 to Current

Team Members

  • Gayathri Sridhar
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(905) 707-9085

Fax

(877) 335-0685

Office Address

100 York Blvd
Suite 125
Richmond Hill, ON L4B 1J8opens in a new window

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