About My Services
Philosophy
We match client-focused values with tried and tested long term strategies that ensure the completion and achievement of the client’s financial goals. We work closely with employers and individuals to designs custom-made solutions to complement your vision of financial success.
When developing a plan for you, we use a process to ascertain where you are now, what you need in the future, and what you must do to achieve your goals. The process involves:
- Gathering the data;
- Identifying your long term goals and your investor risk tolerance;
- Identifying financial issues such as debt resolution, and short-term tactical plans;
- Preparing your financial goals;
- Implementing your financial goals;
The plan is achieved by taking deliberate and measurable steps towards the long or short term goal. Whether it is saving to buy a car, home cottage or business, we will plan and implement the steps required to achieve financial success.
Financial Goals in Person
I can meet with you in person at your place of work, or in your home face-to-face.
Meeting Your Changing Needs
You financial needs evolve and change as you reach certain landmarks in your lifetime such as getting married or the children going to college or university. That is why it is important to build a strong relationship with a firm that takes the time to know you and comprehend your needs today and tomorrow.
Testimonials
#1 “I have spent 12 years working in the financial services industry and have had the advantage of knowing the business of literally hundreds of Financial Planners across Canada. I have known Harvey for 8 of those years and hold him in high regard. It is clear to me that he always puts the needs of his clients first, makes his clients comfortable by balancing long-term investment goals with short-term risk concerns, and keeps his clients informed with regular communication. The decision to move my investment accounts to Harvey was an easy one to make.”
Richard Fisher M.A. (Econ)
Equities Analyst
AGF Funds Inc.
#2 "Seven years ago, Harvey earned my trust and I transferred my entire portfolio into his care. Since then, he not only outperformed against my growth plans, he educated me on how to become a more informed and savvy investor. His interpersonal skills and approach to client care are first class."
Howie Brox
President
Howitsir Inc.
#3 “For over 10 years, Harvey has been my Life Insurance and Tax Planning Advisor. His navigation direction and knowledge of Insurance and Financial Products has saved me literally thousands of dollars in insurance costs and taxes. After meeting, sharing and achieving my goals with Harvey; it was clear that he was the advisor I needed to go forward with. I have not looked back, Thanks Harvey.”
Dorothy Duncan
Motelier
