Sattu works predominantly with affluent families, including primary client relationships with business owners/executives, retirees, and high-income professionals. His education and experience have been heavily focused on advanced investment, tax, insurance, and legacy planning strategies that have a significant impact on these groups. At the high-net worth level, Sattu specializes in advanced planning, including the involvement of high-end insurance planning strategies, discretionary & managed investment portfolios, and sophisticated use of corporations and trusts.

On a personal level, Sattu and his wife Bernie are fully engaged in the Okanagan lifestyle—whether skiing, golfing or taking part in other outdoor activities. He is also an active board member in two local not-for-profits, where his experience and skills can further the respective causes.

“Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do.”

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