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Contact Us

Jay Harris
Marino DiManno
Rachel Gurney
Rob Dykeman
Meghann Nunn

Tel: 403-678-9693
Fax: 403-609-6256

Address
1080 Railway Ave.
Suite 208
Canmore, AB
T1W 1P4
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Our Guiding Principles

The Harris Team provides clients with valuable counsel to effectively manage their financial goals. Our guiding principles:

 

We want to help you

Our typical clients include:

IndividualsWe help individuals set goals and financial successes through tailored investment strategies that are reviewed annually to ensure we are meeting your financial goals

FamiliesWe help families navigate through all major life events to ensure financial goals are being built using specific accounts and products to maximize return

Business ProfessionalsWe help business professionals plan an investment strategy that benefits the business while ensuring we use the most tax efficient methods for return and planning for future succession

RetireesWe help retirees develop their account into a cash flow machine, create a tax effective strategy and comprehensive financial plans to ensure each client is able to enjoy their retirement years

 

Our Process

The Harris Team believes that having a custom approach for each client is the key to developing long term financial plans which will provide long-term growth, tax effective wealth management and help to prepare for life's major events through:

  • Offering regular comprehensive client meetings to ensure confidence and trust from our clients
  • Building a personalized strategic portfolio and asset mix strategy  
  • Implementing active management strategies to make clients' money work for them
  • Executing intelligent investment habits (dividend Re-Investment, Continuous Savings Strategies, Cash Flow Investing)
  • Considering other resources such as Insurance, Estate and Tax planning where appropriate

 

The Harris Team