An accomplished Wealth Management professional and Financial Planner with 20 years of experience in the financial services industry building relationships and advising individuals and families on Financial Management, Retirement Planning, Risk Management, Tax Minimization, Estate Planning, and Charitable Giving.
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: email@example.com
We work with Accomplished Entrepenuer's & their families. Our value proposition is Integrated Wealth Planning. We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity. We provide clarity as they understand their 'number'.
As a Wealth Advisor with TD Wealth Private Wealth Management, Stephen provides guidance to families and businesses helping them navigate both the opportunities and complexities that can come with managing wealth.
Whether clients are looking to manage, grow, protect or transition their wealth, he understands how difficult it may be to balance these priorities and as a single point of contact for clients is committed to making these varying considerations simplified and seamless.
He works with a team of highly skilled and passionate professionals who specialize in holistic wealth management and encompasses the areas of private investment management, cross border banking, implementing tax efficient strategies, wealth protection, and leaving a legacy.
Stephen holds the Chartered Investment Manager, Certified Financial Planner, and Certified Executor Advisor designations and has over 20 years experience in the financial services industry, all of which have been spent directly advising clients.
Certified / Registered Financial Planner
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning. I am a Certified Financial Planner, Chartered Life Underwriter and Certified Executor Advisor. My mission is to help you make smart decisions with your money.