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Edwin Choi is a Portfolio Manager with over 10 years of experience in investment management Edwin is a Portfolio Manager with Harness Investment Management. Edwin takes a planning-based approach to structure portfolios, and helps individuals, families, and businesses achieve their goals. He graduated from the University of Toronto with a Bachelor of Applied Science in Chemical Engineering. He is a CFA Charterholder, and a member of both the CFA institute and Toronto CFA Society.

Keith Allan is a Portfolio Manager with Harness Investment Management.  With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios.
At Harness, Keith is responsible for developing and maintaining investment portfolios.  Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals.
Keith has broad industry experience including portfolio management, research, equity trading and operations. Prior to joining Harness in 2019, Keith worked as an Equity Trade Specialist for nine years at one of Canada’s largest independent investment management firms. In this role, he worked alongside the equity trading desk while building and maintaining Separately Managed Account models and pooled fund portfolios. Prior to that he was an Equity Trader and Research Associate for a boutique investment counsel firm in Vancouver.
Keith is a CFA Charterholder and earned his Bachelor of Commerce degree, with a specialization in finance, from the Sauder School of Business at UBC. Keith is currently an active member of the CFA Vancouver Society.
Keith is married with two young children and when he isn’t spending time with his family, he can be found playing hockey in a senior men’s league, racing down the ski slopes, or on the golf course.

Clayton Goodwin is a Portfolio Manager and member of the Portfolio Management Team at Harness. Clayton has achieved his Chartered Investment Manager designation through the Canadian Securities Institute. This, along with multiple years in the investment industry gives him the knowledge to provide expert service and professional advice to his clients.

Suzi is a Portfolio Manager out of the Vancouver office. Suzi has built her practice by focusing on exceptional client service and building trust with her clients. Prior to joining Harness Investment Management, she specialized in private investments, developing and implementing customized portfolios to each clients' unique circumstances. Suzi graduated with a bachelors in violin performance from McGill University and is a CFA charter holder.

Oliver is an experienced financial services professional with more than 8 years of experience working across the UK and Canada at both early-stage start-ups and some of North America’s largest institutions.

Prior to joining Harness Investment Management, Oliver supported entrepreneurs, helping them grow their business and manage their personal wealth.

Oliver has completed an MSc in Economics & Finance from the University of Bath and holds the Chartered Investment Management (CIM®) designation.

Jérôme has over 10 years of experience across start-ups and established asset and wealth management firms in Europe and Canada. Originally from France and now based in Toronto, Jérôme brings a global perspective to helping Canadian families navigate their financial journeys with clarity and confidence.

A CFA charterholder and Certified Financial Planner (CFP), Jérôme holds a BBA and MSc in Finance from EDHEC Business School. He is currently pursuing the Life License Qualification Program (LLQP) to expand his expertise in insurance and estate planning.