Harris Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
132-328 Wale Rd, Victoria, British Colum...Phone Number
(250) 940-3428Website
www.jesseharris.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Harris Wealth Management
Harris Group Private Wealth Management specializes in integrated financial planning for business owners and professionals, focusing on investment, tax, estate, and business succession planning. They cater to clients in British Columbia, Alberta, and Ontario, helping them preserve and grow their wealth while minimizing taxes. The firm emphasizes building long-term partnerships with clients, offering personalized strategies that evolve with their financial circumstances. Their services include retirement planning, insurance planning, and charitable giving, ensuring a comprehensive approach to financial well-being.Explore more
Harris Wealth Management Org Chart
AC
Executive Assistant
JH
Financial Advisor
SR
Certified Financial Planner
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Harris Group Private Wealth Management specializes in integrated financial planning for business owners and professionals, focusing on investment, tax, estate, and business succession planning. They cater to clients in British Columbia, Alberta, and Ontario, helping them preserve and grow their wealth while minimizing taxes. The firm emphasizes bui... Read More
