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Rachel Gurney
Marino DiManno
Rob Dykeman
Meghann Brown
Astrid Bastiaanssen

Tel: 403-678-9693

Address
1080 Railway Ave.
Suite 208
Canmore, AB
T1W 1P4
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Wealth Management

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

Retirement Planning

Working with BMO Nesbitt Burns software programs, we are able to provide our clients with a customized, easy to understand road map to achieving their retirement income goals. While it may be hard to predict the Market's future, the plans created through Nesbitt Burns can help make your future goals clearer, allowing you to evaluate the impact of inflation, tax consequences and depletion of retirement income to ensure the strategies implemented today help to chart your course to financial success.

Estate Planning

Estate planning is a basic component of any thorough financial plan. The Harris Team works with In-House Specialists to ensure all areas are addressed during the estate planning process. Beyond the main estate planning services, we assist in a variety of related and sometimes more complex areas, including estate preservation, charitable giving, small business succession and planning, cross-border (Canada-US) financial, estate and tax planning and maximization of retirement income.

Tax-Efficient Strategies

While identifying value investing strategies, tax efficiency always plays an important role in our decision making process. Knowing how tax rules can affect your investments is essential to maximize your after-tax return. We will work with your accountant where necessary to ensure our tax strategies are understood by all parties involved. Keeping up-to-date with tax rules and changes through our continuing education allows us to find new opportunities on how to structure your financial affairs.