Tax & Estate Planning Team

Njideka Harris-Eze

CIM, FMA, CFDS, CFP, FCSI

Based in the Calgary office, Njide collaborates with our Tax & Estate team to support Investment Advisor teams in Calgary and Edmonton by providing clarity to their clients’ complex financial situations with actionable, realistic, and effective plans. She draws on her 20 years of diverse experience in the financial planning world to prepare integrated and complex financial plans, work closely alongside investment advisors, tax experts, and legal professionals to support high net-worth clients in achieving their wealth goals.


Harj Takhar

Estate and Insurance Advisor

Based in the Calgary office, Harj brings over a decades worth of experience in accounting. Providing support to advisors and their clients across Alberta and Saskatchewan, Harj brings extensive expertise in tax, estate, and insurance planning, including cross-border tax solutions.