For the best listening experience and to never miss an episode, subscribe to Behind the Advice on your favourite podcast app or platform: Apple Podcasts, Spotify, and Amazon Music.
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 discuss 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.