Andy Harper, CIM, BA (Econ), FMA, FCSI

Vice-President, Associate Portfolio Manager & Investment Advisor

519-822-2083 | Email me
519-822-1982 | LinkedIn
1-800-461-0924

Since joining RBC Dominion Securities in 2000, Andy has been named Vice President and has been a member of the Director's Council every year since 2007 - a milestone achievement within our firm. With over 30 years of experience in the financial services industry, Andy brings a wealth of knowledge to his position as an Investment Advisor for clients across Ontario. He has gained the respect of his clients by providing them with sound, reliable investment advice.

Andy earned a B.A. in Economics from the  University of  Western Ontario. Committed to ongoing professional development, he subsequently earned the FMA (Financial Management Advisor) and FCSI (Fellow of the Canadian Securities Institute). He recently added to his professional qualifications with the Chartered Investment Manager (CIM) designation and is now licensed to provide discretionary investment advice.

Heather J. LeBar, FMA, FCSI, CIWM, CFP

Associate Wealth & Investment Advisor

519-822-2083 | Email me
1-800-461-0924 | LinkedIn

Heather joined RBC Dominion Securities in 2003, and has 20 years of experience in wealth management. She has earned the Financial Management Advisor designation (FMA) and is a Fellow of the Canadian Securities Institute (FCSI). In 2007 Heather became one of the first in  Canada to achieve the Certified International Wealth Manager designation (CIWM) and in 2010 she fulfilled the requirements for the Certified Financial Planner designation (CFP). 

 

Heather is committed to helping her clients build successful futures through planning and strategy.  She believes in holistic wealth management and draws on the support and resources of RBC to provide her clients with the best advice possible.

Marc Morais, CFP

Associate Investment Advisor

519-822-2083 | Email me
1-800-461-0924 | LinkedIn

Marc entered the financial services industry in 2009. Prior to joining Harper Wealth Management Group in 2017, Marc built successful practice providing personalized financial planning, investment and insurance advice primarily to business owners and baby boomers.


To ensure his clients are receiving wealth management advice of the highest quality, Marc has made continuous education a priority. In addition to completing his Canadian Securities Course (CSC) he’s also completed the following industry designations: Certified Financial Planner (CFP), Certified Executor Advisor (CEA), and Chartered Life Underwriter (CLU). Marc has a Bachelor of Management and Organizational Studies specializing Finance with a minor in French from the University of Western Ontario. Marc is a proud father to Max and lives in Guelph with his wife Emily. He enjoys standup comedy, strategy board games, and playing hockey.

Paula Dal Bello

Associate

519-822-2083 | Email me

Paula has worked in the financial services industry for over 20 years. Through the various positions she has held throughout her career, she brings a diverse range of experience to the team. Paula has passed the Canadian Securities Course and the Conduct and Practices Course and is our clients’ first point of contact for everything from booking appointments to all aspects of account administration.

Sharon Wolfe-Boyle

Administrative Assistant

519-822-2083 | Email me

Sharon has worked in the financial services industry since 2010 and she joined The Harper Wealth Management Group in 2018.  Sharon is also a first point of contact for our clients and she is committed to providing efficient and reliable service to our clientele.