Find a CEA

Situated as my clients' Chief Wealth Officer, I focus on creating independence and building legacy for  individuals and families. As a financial planner, insurance advisor and investment advisor, I am able to blend different areas of expertise to serve my clients through four segments - Wealth Maximization, Risk Mitigation (insurance), Investment Management, and Estate Counsel. Alongside the CEA designation, I have also achieved and maintained my Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of CSI (FCSI) credentials. I strive to differentiate myself by working with "non UHNW" clients, and instead engaging with mass affluent individuals and families, as I consider this segment's wealth interests to be severely underrepresented.

For more than 23 years, I’ve seen the positive impact of wealth planning and the drawbacks of not having a plan in place. This is why I’m driven to help individuals and families engage in planning conversations and attain wealth wellness—the clarity that comes from financial awareness and the confidence to manage life’s planned and unplanned events.

My vision is that advice is accessible to all, and people will be proactively involved in their wealth planning journey and continuously take action. I believe we achieve this by encouraging people to take ownership of their financial well-being, providing opportunities for continuous learning, and by complementing multi-disciplinary advisors with digital tools. My mission is to inspire people to connect wealth goals with their vision and values, and achieve wealth wellness through knowledge, planning and taking action.

I have been a Financial Advisor with Edward Jones for 26 years.

I built a business from zero into a thriving business providing peace of mind for successful people and families, helping many at this point achieive their goals and dreams.

I took the Canadian Securities Course many years ago as well as the PFP course which is now WME. 

Brian has been in the life insurance and financial services industry for over 55 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: hifsi@golden.net

Website: www.hifsi.ca                

I am a Self-employed Financial advisor since 1990. Mutual  Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.

I have Experience in over 100 estate settlements ranging from death claims on policies to terminal tax returns to will and trust consultations. Further I have also been an executor myself for multiple estates.

I have established contacts with legal professionals, mortgage brokers and am looking to build additional quality referal sources for my clients.

Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients.  We also help business owners tailor group insurance or employee benefit programs to their unique needs as well as keeping in mind cost containment strategies.  We also help people assist with their changing insurance needs throughout their lifetime.  

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent. 

"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness is due to our excellence in building personal relationships, which can be attributed to our interest in learning about your purpose, your values and your goals. We take no shortcuts when it comes to tax, retirement and estate planning. After due analysis of your situation, we provide advise and products. Some of the products we sell are mutual fund investments, RRSP, TFSA, RESP, annuities, life, disability and critical illness insurance, business and group insurance"