Exceptional Client Service
From our office in the heart of downtown Guelph, Harper Morais Wealth Management offers a total client service and wealth management experience. We work with successful families in Guelph and the surrounding area and offer comprehensive portfolio management and financial planning to doctors, dentists, farmers, business owners, executives and multi-generational families.
We can help you build and protect your wealth with a range of services:
- Personal and Corporate Investment Advice
- Portfolio Management
- Financial Planning
- Retirement Planning
- Tax-minimization Strategies
- Wealth Protection
- Charitable Giving
- Estate Planning