Show Notes
After losing his entire RRSP investment on a hot stock tip, Harp Sandhu learned that building wealth doesn’t have to be exciting.
Today, Harp is a senior wealth advisor and portfolio manager with Sandhu Wealth at Raymond James Ltd. in Victoria. He helps his clients navigate the financial complexities of moving between Canada and the U.S. Harp is also seeing more Canadians return home after years south of the border and is facing new questions about their money, taxes and investments.
Harp and Brenda talk about the investing mistake that shaped his approach, why cross-border moves are becoming more common and what Canadians need to consider when bringing their finances back home.
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Brenda Bouw returns to host a new season of Behind the Advice, The Globe and Mail podcast about financial advice—and the people who give it. This season, advisors across Canada discuss how they steer clients through volatile markets, rising costs and shifting economic rules, and share the moments that shaped how they do the job. New episodes begin September 23.