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