I presently hold the following designations
Chartered Life Underwriter
Chartered Financial Consultant
Elder Planning Counselor.
Certified Executor Advisor.
I help clients make smart choices about money.
Diane has been working in the financial planning field for over 30 years. As a CFP she educates her clients in all areas of finance enabling them to make the most informed decisions possible.
Greetings, I have lived and worked in the Fraser Valley & Lower Mainland for the past 20+ years. My career covers sales & marketing with a passion for excellent customer service. Let my experience assist you in preparing to sell your property. Down sizing, estate planning, investing in recreation or rental property.
I would love to meet with you and help you with your real estate needs.
TEAM 3000 RealtySearch for Property here
We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.
Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.).
As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.
Let us put your mind at ease. We have the solutions to meet your unique needs.
Max believes that his friends, clients and customers deserve the very best that life has to offer.
He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.
“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.
I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.
“I want the very best for the people who put their trust in me”
Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.
Max’s certifications and expertise include;
International Property Specialist
Resort and Second-Home Property Specialist
Seniors Real Estate Specialist
I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.
Brian has been in the life insurance and financial services industry for over 50 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial Mathematics, a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Executor Advisor. He may be contacted at:
Brian A. Harris, B.A., CFP, CLU, CH.F.C., CEA
Harvest Insurance & Financial Services Inc.
446 Eastbridge Boulevard. Waterloo, ON, N2K 3Y3
Tel: 519-747-7447 or 1-800-353-8058
Fax: 519-747-7447 Email: firstname.lastname@example.org