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Offering holistic investment advisory services

To help clients prioritize and attain their life goals

HARJ SAHOTA, BA

SENIOR INVESTMENT ADVISOR | LIFE INSURANCE ADVISOR

Our Mission

Our mission is to promote the health and prosperity of our clients. We help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, investment advisory services to help clients prioritize and attain their life goals.

Meet Harj

I pride myself in offering sound, honest, financial advice based on education, knowledge and experience.

Learn more about Harj

Services & Solutions

Whatever your stage in life, I can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how I can help

Contact Us

Get to know us a bit better by understanding our values, the process of how we work and what that means for you, our client.

Contact Us


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Travel Insurance

When you or someone you know is travelling, choose the travel plan that’s right for you. Get help covering unexpected or emergency medical expenses when you travel – including COVID-19.

Health & Dental Insurance

Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones.