Simran is a trusted advisor and strategist. She advises family businesses, family offices and wealthy families in building governance, financial acumen and generational transitions. She helps families define their goals, establish structures, and improve communication to achieve generational legacies.
She has guided family members in preparing for board and management positions. Her background in finance has helped family members prepare for challenges by empowering them with financial acumen.
Simran is a CA, CPA graduated from the University of Alberta. She has a decade of experience advising UHNW families and their family-owned enterprises at PwC, where she was a trusted advisor to inter-generational members of many prominent families.
Recognizing the under-utilization of technology in the management of family offices and the limited access to Family Office Methodology, Simran co-founded MyFO, the first FinTech platform making family office management accessible to everyone building wealth.
Her technology endeavour has landed her a spot on the Board for BC Tech, where she advises on the economic impact of the technology sector.
When she’s not working you will find her spending time with her family. She is usually on the slopes with her husband during the winter months.