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Harvest Portfolios Group Inc.
Address
610 Chartwell Road
Suite 204
Oakville ,
Ontario L6J 4A5
(866) 998 - 8298
info@harvestportfolios.com
https://harvestportfolios.com
Principal Contacts
David Balsdon
CCO
Tel: (416) 649 - 4541
dbalsdon@harvestportfolios.com
Client Minimums
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Ontario*
- Prince Edward Island
- Quebec
- Saskatchewan
- Northwest Territories
- Nunavut
- Yukon
* indicates a physical location in this province
OUR PRINCIPLES
At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate steady income over time.
Consistent Income
Our approach analyses profitability and dividend history and from that we select the best of the best. Monthly dividends are enhanced by a covered call writing strategy that reduces risk and generates additional income.
Growth Themes
Our quantitative model selects leading companies with a long history of success. They dominate their industries, they innovate, they evolve and their consistent performance is measured by a long record of rising sales and profits.
Simplicity & Transparency
Harvest believes in providing investors with clear mandates that are easily understood and portfolios that are transparent and accessible to all. Know what you own.
We offer simple, easy to understand, income and growth orientated ETF portfolios.
INVESTMENT PHILOSOPHY
- We focus on growth industries and secular trends
- We own quality businesses
- We deliver income