We know the hard work and sacrifice you have put in to your business.
We were born and raised in Kelowna, Canada where our immigrant parents decided to settle in the 70’s. Our parents came here with only $11 in their pockets and worked for many years on an orchard before they bought their own. Eventually, they built a successful business from sheer will and effort. In 2018, our father passed away from a sudden heart attack as he was working on the orchard. It had a massive impact on us and our family.
Our drive comes from the watching our own parents struggle and face challenges. We wonder how much easier or better their life could have been if they had professional advisors like us to give them guidance.
Our mission is to help make your journey a lot easier so you can realize the TRUE potential of your business.
Purdeep and Harjeet
Purdeep is a business and personal advisor to top CEO’s and entrepreneurs around the world. He’s considered a top authority in business and personal performance enhancement.
Purdeep first started managing employees at the age of 16 and has been fascinated with business growth since then. He’s received numerous designations and has attended some of the top business institutions such as MIT, Stanford and Ivey. He also sits on the Forbes Coaches Council.
In addition to his business expertise, Purdeep is an authority in neuroscience and performance psychology. He’s combined the world of personal and business performance. There’s less than a dozen experts in the entire world who have this level of knowledge and skill. He knows exactly how to get business leaders to perform at a level greater than they could ever imagine.
Harjeet has over 14 years of experience in analysis and portfolio management with banks, boutique investment firms, and other leading financial institutions. He works with business owner’s directly as their specialized & personal CFO to help them make important decisions that lead to long-term financial success at all stages of life.
His financial career started as a Research Analyst for Forstrong Global Asset Management Inc where he specialized in global macro analysis and was an active member of the investment policy committee. From there he gained experience in portfolio management and security analysis as an Investment Counsellor managing over $500MM in assets for various private clients including Canadian Corporations.
Harjeet is a big believer in serving the community and has actively been involved in many charitable organizations both as member and executive leadership.
*Big Brothers & Sisters
*East Meets West Orphanage Foundation