How we safeguard your capital

Making the most of your wealth requires safeguarding as much as cultivation, so we complement the time-proven Harbour Group investment approach with wealth management that is comprehensive, seamless, and ongoing – with our in-house financial planner at the helm.

Seamless experience

To make sure nothing ever slips through the cracks, our team follows a regimented plan custom-designed for you. From your advisor to your dedicated administrator and everyone in between, we collaborate closely and thoughtfully with one another, as well as our leading RBC Wealth Management partners, so we can deliver a seamless experience for your complete peace of mind.

Comprehensive offering

When it comes to managing people’s money, our team’s size and tenure mean we’ve seen it all. Whatever your financial picture looks like, we bring in the right elements at the right time to sharpen and enhance it.

Financial planning

Insurance solutions

Credit and lending solutions

Wills and estate planning

Strategic tax minimization

Retirement income planning

Charitable giving

Banking solutions

Ongoing support

Wealth management isn’t one and done – it’s an ongoing journey. Your advisor is at your side for all your financial decisions, big or small. Along with our in-house financial planner, your advisor maintains a close eye on your financial picture and any ebbs and flows that may alter it, so we can recalibrate our customized approach when and as needed to make sure you stay on course.

How Harbour makes great better

Unlike most investment advice practices, at The Harbour Group we have a dedicated in-house financial planner who’s familiar with our clients’ situations and always available to them.

Meet our in-house financial planner

Find out how you can make the most of your wealth

Book a complimentary meeting with our in-house financial planner today.

Get in touch