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

Vice-President, 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, BMOS, CFP®, CIM

Associate Wealth & Investment Advisor

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

Marc combines his desire to help people with his passion for numbers and problem solving. While getting to know you and your goals, Marc takes a personal, hands on approach to managing your wealth. If you are looking to benefit from expert investment advice and forge a strong relationship with a committed professional you can trust; look to Marc & the Harper Wealth Management Team.

 

Marc has provided wealth management advice to high net worth families since 2009. 
To ensure you are receiving wealth management advice of the highest quality, Marc has made continuous education a top priority.  Marc holds a Bachelor of Management and Organizational Studies specializing in Finance with a minor in French from Western University. He has earned the Chartered Investment Manager (CIM®) designation focused on high-level investment strategies and advanced portfolio management techniques tailored to affluent and institutional clients. He is also a Certified Financial Planner (CFP®) - the industry gold standard for financial planning, and a Chartered Life Underwriter (CLU®) - Canada’s premier wealth transfer and estate planning designation. Marc’s distinctive combination of industry education and experience leaves him uniquely positioned to quarterback your wealth and to help you build, grow, and protect it. Whatever your next financial milestone may be – planning your retirement, selling your business, or building a lasting legacy for your family – Marc will be with you every step of the way.

 

Marc and his wife Emily (as well as most of their extended family!) are proud long-time Guelphites. In his downtime, Marc enjoys watching stand-up comedy, playing strategy board games, and losing at road hockey to his sons (Max & Remy).

 

Paula Dal Bello

Senior 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

Associate

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.