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Harness Investment Management Inc.
Tel: (647) 417 - 0225
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia*
* indicates a physical location in this province
Working With Your Trusted Advisor To Keep You On The Path To Achieving Your Financial Goals.
Our dedicated portfolio managers work with you and your trusted advisor to help organize your financial life and empower you to reach your financial goals. This collaborative approach provides a better and simpler experience which results in improved risk management and an improved probability of achieving your financial goals.
We believe you have the best chance of achieving your financial goals when your investment plan is integrated with expert advice in financial planning, accounting and tax, business succession, insurance needs, and legal considerations. Our unique approach of working with your trusted advisors is rooted in our belief in a holistic wealth plan.
Our engagement with you is anchored by an Investment Policy Statement (IPS) which you will develop together with your dedicated portfolio manager. The IPS will identify investment portfolios that are tailored to meet the specific goals, needs, and concerns you have identified.
We leverage industry-leading software to provide you with a refreshing digital experience including robust digital reporting that allows you to track your progress around the clock. We also enable our portfolio managers to stay connected with you and manage your assets through our cutting-edge wealth management platform.
Our technology enables us to meet with you virtually or in-person at a time and place that works best for you. We will also arrange meetings with you and your trusted advisors.
Prepared For Uncertainty
Our focus is to build long-lasting relationships. We will meet with you on an ongoing basis to ensure we remain informed of changes in your life and we will adjust your investment plan accordingly. Life and investment markets are uncertain. We cannot predict the future, but we can ensure you are prepared to manage through whatever unexpected challenges may arise.
We adhere to the highest standard of conduct. Our portfolio managers are bound to the high standards set by the CFA Institute Code of Ethics and Standards of Professional Conduct. We will fully disclose to you how we are paid for our advice and will not be paid commissions or other compensation by other companies for the products we use in your portfolio.
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