Tharshan has been assisting high-net-worth families, business owners and medical professionals since 2005. After starting his career at a major national bank’s investment firm, he moved to RBC to practice a more holistic approach to investment management.
Tharshan understands that the business is not just about managing money—it’s about people. Being entrusted with the responsibility to help shape his clients’ financial futures is something he takes very seriously.
Tharshan puts his analytic strengths to work for his clients, matching their financial goals and objectives with appropriate investments by utilizing dynamic asset allocation. His approach to risk management is progressive and includes guidance on solutions such as buy-sell agreements and trust accounts.
Tharshan has also achieved some of the most prestigious designations in the industry, Chartered Investment Manager (CIM) and Advanced Investment Advice (AIS). This allows him to conduct discretionary portfolio management services on behalf of our clients along with specialization in high-level investment strategies.
Tharshan works closely with his extended RBC Wealth Management Services team, which includes Business Owner Specialist Robyn Solnik. Together they help business owners and professional clients with issues such as succession planning, trust accounts and more—ensuring that they have received comprehensive service that applies to every stage of their personal and professional lives.