About Estately Wealth | Certified Financial Planners

Our Story

In the realm of wealth management, generational wisdom carries a sophistication often absent in newly acquired fortunes.

At Estately Wealth, we bridge this gap by offering a wealth of knowledge and expertise to everyone, irrespective of how their wealth was amassed.

Our journey began with a focused and meaningful mission: to assist hardworking families in preserving their wealth and building a legacy that reflects their dedication. We are committed to guiding our clients through strategies that align with the Canadian Income Tax Act, fostering entrepreneurship and philanthropy.. From the outset, our focus was not on marketing ourselves but on delivering such exemplary results that our clients would become our most vocal advocates. This philosophy has defined our approach and fueled our growth for over 15 years.

Estately Wealth was born from a fresh University graduate’s evolution from making cold calls to mastering the professional market, eventually catering to high-net-worth business owners. Having navigated this path ourselves, we bring a deep understanding of the myriad challenges our clients face. We don’t just celebrate your success; we recognize the myriad hurdles you’ve overcome to achieve it.

The financial landscape is perpetually evolving, with new products, methodologies, and legislative changes emerging each year. At Estately Wealth, we live by the words of futurist Alvin Toffler: “The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn.” This philosophy ensures that we remain perpetual students of our industry, committed to adapting and evolving.

Our team includes members who rank in the top 1% of advisors globally, continually learning from elite groups such as the Conference for Advanced Life Underwriting (CALU) and the Million Dollar Round Table. This commitment to excellence and continuous improvement allows us to provide the most effective solutions available.

At Estately Wealth, we believe that strong relationships are built on trust. We take the time to truly understand our clients’ needs and goals. As Certified Financial Planners, we adhere to the highest standards of professional conduct, employing our technical knowledge and comprehensive approach to foster your financial wellness.

Unlike many in our field who view financial planning primarily as a revenue opportunity, we approach it as an act of righteous service. We focus on adding value to your life, confident in the belief that such dedication is always rewarded.

At Estately Wealth, we are more than financial planners; we are your partners in building a legacy of wisdom, wealth, and wellness.

Over 100 Satisfied Сlients

100 +

Years of Investment Expertise

20 +

Deferral of Capital Taxes $250M+

$250M+

Our Team

Gurjeet S. Rai CFP

Gurjeet, a Certified Financial Planner with over 15 years of experience, excels in devising bespoke wealth management strategies for affluent families throughout Canada

With a sharp focus on private corporate structures, he adeptly maximizes tax efficiencies and enhances estate planning. Gurjeet’s methodical approach to evaluating both present and prospective financial scenarios enables him to craft sophisticated strategies for tax optimization and wealth preservation.

Gurjeet serves as an active board member of the Conference for Advanced Life Underwriting (CALU), which keeps him at the forefront of the industry and gives him access to cutting-edge strategies used by some of Canada’s wealthiest families.

Gurjeet leads Estately Wealth with an unwavering commitment to professionalism, confidentiality, trust, and integrity. He champions simplicity in his approach, believing it brings clarity and precision to the complex realms of tax, estate, and legacy planning.

Clients appreciate working with Gurjeet not only for his expertise but also for his personal commitment to their financial well-being. A true jet setter, Gurjeet divides his time between British Columbia and Ontario, ensuring he is always accessible and responsive. His global perspective and local presence enable him to provide unparalleled service, meeting clients wherever they are in their financial journeys.

Harsimran S. Braich

Harsimran Braich, a forward-thinking financial advisor at Estately Wealth, combines over a decade of experience in engineering with innovative financial and healthcare software design.

His distinctive background includes significant roles at a global leader in Radiology and Bioinformatics, equipping him with a unique approach to wealth management that benefits high-net-worth families.

With a degree in Mechatronics Engineering from the University of Waterloo, Harsimran applies rigorous analytical skills and a problem-solving mindset to financial planning. His meticulous attention to detail ensures that every client’s financial goals are met with precision and clarity, making them feel supported and understood throughout their financial journey.

Despite being relatively new to direct financial planning, Harsimran’s diverse skill set has been instrumental in scaling Estately Wealth’s operations to match its rapid growth.

Initially focused on enhancing the firm’s technology infrastructure, he has swiftly transitioned to managing client portfolios directly. His work now includes implementing sophisticated post-mortem planning strategies that ensure seamless transitions and enduring legacies for our clients.

Known for his integrity and commitment to transparency, Harsimran builds lasting relationships with clients based on mutual respect and open communication. While the financial industry often celebrates the natural-born salesman, Harsimran is redefining success through meticulous attention to detail and a technical approach. His methodical and precise strategies resonate deeply with clients who value a fresh perspective and steadfast dedication in managing their financial futures.