As a Private Bank client, you have access to a dedicated team of Wealth Planners, who provide tailored advice and solutions designed around you, and your family.
Realising Your Ambitions 
 

We understand that no two people are alike and that each client will have a unique set of objectives – be that maximising the legacy for their family, planning their retirement income or minimising the effect of the tax on their investments.

 

Our starting point is therefore always taking the time to truly understand your goals and aspirations.

Partnering with you and putting your needs at the forefront of everything we do will help us turn your vision into reality and create sustainable solutions for your aspirations.

 

 

Specialist guidance on estate and succession planning
We can help you in channeling your wealth, from domestic and international estate planning to asset protection in complex regulatory environments.
 
 

Insurance Solutions

We’ll work to understand your insurance requirements and bring them together with investment, and personal long-term financial solutions.

 

 

RELIABLE AND PERSONAL

 

Through our many links with some of the world’s most recognized names in insurance, we source high-quality, third-party supplied products that can be tailored to your needs. We keep your investment, banking and personal long-term financial requirements in mind at every stage.

 

 

RETIREMENT PLANNING 

 

Find out more about retirement planning.  We can put together tailor-made solutions for you.

 

 

 

Planning For Your Retirement
Protect your assets, enjoy retirement and pass your wealth on to future generations. Our experts can advise you on a wide range of vehicles for long-term wealth planning.
 

 

 

PEACE OF MIND FOR YOUR FUTURE

 

You want to enjoy your retirement years while knowing your family is protected. Our Wealth Advisors will work with you to build up the funds you'll need to satisfy all your requirements. We can help you:

 

  • Set clear goals for your retirement 

  • Take control of your existing retirement savings 

  • Maximise your use of generous tax allowances 

  • Tailor an investment strategy appropriate to your needs 

  • Maximise your post-tax income in retirement 

  • Adapt to changing circumstances 

 

 

How our Wealth Advisor's work with you

 

OUR KNOWLEDGE AND EXPERIENCE

We pride ourselves on being highly effective wealth managers. That means we have an in-depth knowledge and understanding of the issues you might face in your long-term wealth management journey. 

 

YOUR TRUSTED ADVISOR

 

We have some of the most highly qualified and experienced people in the industry in our team. Your Wealth Advisor will be an experienced professional.

WHAT YOU CAN EXPECT FROM US

 

We take a long-term view of our relationships with clients. 

 

We’ll ask you for an introductory meeting to discuss your immediate plans as well as your longer-term needs and goals. We often find that Wealth Advisor's can identify valuable opportunities or important risks at this first meeting.

Corporate Office

10 Milner Business Ct. Toronto, ON M1B 3C6 

info@harrismanagementgroup.com  |   647-496-0245

Back to Top 

© 2019  Harris Management Group