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About Estately Wealth

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

About Estately Wealth

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 Braich

Harsimran S. Braich CFP, CLU

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

Harsimran Braich applies the rigor of Mechatronics Engineering to the complex world of high-net-worth financial planning. With a background in systems design at a global leader in Radiology and Bioinformatics, he does not view wealth management as sales. He views it as financial architecture.

Harsimran serves as the technical strategist for the firm’s business clients. He specializes in deconstructing corporate balance sheets to find efficiencies that standard planning often overlooks. His practice is focused on high-level tax integration. This includes implementing Estate Freezes to cap tax liability and designing Post-Mortem planning strategies to prevent double taxation on corporate assets.

He works alongside tax and legal counsel to ensure that corporate surplus is extracted efficiently. His goal is to ensure inter-generational wealth transfers are mathematically optimized for the families he serves.

Harsimran is redefining the advisor-client relationship through transparency and technical precision. While the industry often prioritizes the “natural-born salesman,” Harsimran prioritizes the “natural-born problem solver.” His methodical approach resonates with business owners who value a strategist capable of managing their financial legacy with the same care they applied to building their companies.

He works alongside tax and legal counsel to ensure that corporate surplus is extracted efficiently. His goal is to ensure inter-generational wealth transfers are mathematically optimized for the families he serves.

Harsimran is redefining the advisor-client relationship through transparency and technical precision. While the industry often prioritizes the “natural-born salesman,” Harsimran prioritizes the “natural-born problem solver.” His methodical approach resonates with business owners who value a strategist capable of managing their financial legacy with the same care they applied to building their companies.

Hardi S. Anand, MBA

Hardi Anand, the Chief Operating Officer at Estately Wealth, brings over a decade of experience in digital transformation, marketing strategy, and operational leadership across financial services, insurance, and technology.

His background includes leading large-scale digital optimization initiatives for global organizations, giving him a refined ability to elevate client experience, streamline delivery, and modernize how financial services operate.

With an MBA from the Schulich School of Business and deep expertise in MarTech, CRM systems, and performance analytics, Hardi applies data-driven precision to every aspect of Estately Wealth’s operations. His focus on efficiency, clarity, and scalable processes ensures clients receive a seamless and elevated estate-planning experience from start to finish.

Despite joining the industry from a highly technical and digital foundation, Hardi’s diverse skill set has become a cornerstone in propelling Estately Wealth’s rapid growth and modern approach.

Originally brought on to strengthen operational delivery and enhance the firm’s internal systems, Hardi has quickly become instrumental in shaping Estately Wealth’s next stage of evolution. His work now drives improved advisor workflows, optimized client engagement pathways, and a more cohesive and premium planning experience for families across Canada.

Known for his calm leadership style and commitment to excellence, Hardi fosters strong relationships across teams, partners, and clients. While many firms rely on traditional processes, Hardi is redefining what modern estate-planning operations can look like—pairing strategic insight with disciplined execution to support families in building and protecting their legacies.