Entrepreneurial advisorspartner with us todigitize their practiceaccess asset management focus on what they do bestdifferentiate from peerskick-start their growthfocus on what they do best

Partner with Harness

Grow your business for the next generation

We’re an investment partner that empowers you to take the next steps in building your legacy

We work with you to serve your clients

Collaborate with our portfolio management and client success teams to deliver the modern investment experience that you expect for your clients.

Outsource investment management and access leading investment products.

While we take care of portfolio management responsibilities, you can focus your energy on growing your practice and dedicating time to meeting your clients’ financial planning needs.

Simplify your practice without sacrificing your independence

We do the work to create a personalized investment plan for each of your clients, outlining who they are, their attitudes toward risk, and the parameters to invest their assets.

Innovative strategies, expertly personalized

Harness provides access to a comprehensive suite of financial solutions, selected to complement your financial planning advice.

A comprehensive set of innovative financial solutions curated to complement your core investment portfolio of stocks and bonds.

Alternative Investments

Enhance diversification and reduce gaps in your portfolio without sacrificing liquidity.

Cash Management

Earn GIC-like yield on cash without lock-up periods or market volatility.

In-kind Exchange

Reduce exposure to concentrated positions and diversify your portfolio while deferring upfront capital gains

Longevity Pension Solutions

Confidence in retirement by creating recurring income similar to defined benefit plans.

Private Assets

Access to Private Equity, Private Credit, and Real Estate, while simplifying tax reporting.

Let us introduce ourselves to your clients

We have a proven process to easily transition and onboard your clients to Harness. Our client team and digital onboarding will instil client confidence in your decision to partner with Harness as your investment management partner.

Download our comprehensive onboarding guide

We’ve compiled all of the most frequently asked questions into one convenient document, available to email or print.

Download guide

Direct your clients to our dedicated investor page

Let your clients explore all Harness has to offer for themselves, from how the partnership works to how Harness can help you support their financial plan.

Go to investor page

Digitize your practice

free up more time where it counts.


Consolidate your administrative tasks with our cutting-edge technology and user-friendly portal. Seamlessly manage your business operations with us, ensuring efficiency and ease at every step.

Harness Investment Management Inc. (Harness) is registered as a Portfolio Manager and Exempt Market Dealer across Canada. Purpose Investments Inc. is an affiliate of Harness.

Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds.  If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.  Income in the form of Longevity Pension Fund distributions is not guaranteed, and the frequency and amount of distributions may increase or decrease. The Longevity Fund has a unique mutual fund structure. Most mutual funds redeem at their associated Net Asset Value (NAV). In contrast, redemptions in the decumulation class of the Longevity Fund (whether voluntary or at death) will occur at the lesser of NAV or the initial investment amount less any distributions received. You can always access the lesser of unpaid capital (initial value of your investment less any income payments made) or your net asset value. Fees may apply.