Estately Wealth Medical brings together experienced financial, estate planning and insurance professionals with the credentials and knowledge required to support physicians and future physicians.
We understand that a medical career comes with distinct financial decisions, responsibilities and opportunities, beginning in medical school and continuing through residency, practice and retirement.
Our approach is clear, practical and transparent. We take the time to understand each client’s circumstances and explain their options without unnecessary complexity or pressure.
Above all, we are committed to providing thoughtful guidance that reflects the realities of medicine and helps physicians make confident decisions throughout every stage of their careers.
Our team brings together professionals with backgrounds in financial planning, professional markets, healthcare technology, education and client experience.
This range of expertise allows us to approach each client’s needs from multiple perspectives while delivering coordinated, practical guidance.
Explore the profiles below to learn more about the experience and role each team member brings to Estately Wealth Medical.
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.
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, including Estate Freezes to cap tax liability and 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.
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 planning experience from start to finish.
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 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. He pairs strategic insight with disciplined execution to support families in building and protecting their legacies.
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