Build your legacy to new heights
We know that wealth is more than money; it’s your legacy. We’ll work closely with you throughout major life milestones to help ensure your needs are met now and in the future.
Enjoy the investment advice of a firm while working with the wealth advisor you trust
Harnessing the expertise of your trusted wealth advisor, we work closely with you to understand your evolving needs and to ensure your investment management plan is consistently and strategically aligned with your financial plan.
Flexible investment options that align with your goals
Our experienced portfolio managers employ a holistic approach to match your goals and risk tolerance with a comprehensive suite of model portfolios, individual securities, and curated strategies.
Risk management and security
We manage your investments on a risk-adjusted return basis. Measuring the returns generated per unit of risk in your portfolio allows us to build more resilient portfolios that are better equipped to withstand market downturns.
Build your legacy to new heights
We know that wealth is more than money; it’s your legacy. We’ll work closely with you throughout major life milestones to help ensure your needs are met now and in the future.
Enjoy the investment advice of a firm while working with the wealth advisor you trust
Harnessing the expertise of your trusted wealth advisor, we work closely with you to understand your evolving needs and to ensure your investment management plan is consistently and strategically aligned with your financial plan.
Flexible investment options that align with your goals
Our experienced portfolio managers employ a holistic approach to match your goals and risk tolerance with a comprehensive suite of model portfolios, individual securities, and curated strategies.
Risk management and security
We manage your investments on a risk-adjusted return basis. Measuring the returns generated per unit of risk in your portfolio allows us to build more resilient portfolios that are better equipped to withstand market downturns.
How Harness works with you
As fiduciaries, we work with individual clients and their families on a discretionary basis, creating a personalized plan and guiding day-to-day investment decisions on your behalf.
High-touch investment management meets modern technology
Harness Investment Counselling Services (ICS) offers the guidance of a portfolio manager and an elegant, easy-to-use platform, providing a truly comprehensive approach to managing your wealth.
Cost & efficiency in servicing your investment needs
Leveraging our proprietary technology, we implement your investments into a core portfolio of equity and fixed income exposure and provide ongoing monitoring to rebalance your portfolio to your goals, all while you work from the comfort of your home.
Convenient & transparent
An intuitive digital experience to track your investment portfolio
Enjoy access to your account performance, activity, update your information, and retrieve your documents through d1g1t and Investor portal.
View your progress
Enjoy access to your account performance, activity, update your information, and retrieve your documents through d1g1t and Investor portal.
Dynamic investment solutions
We go beyond the traditional approach of a stocks and bonds portfolio to make your money go further.
Actively managed core strategies
Optimize returns by actively managing risk with asset managers.
Actively managed core strategies
Optimize returns by actively managing risk with asset managers.
Alternative investments
Enhance diversification and reduce gaps in your portfolio without sacrificing liquidity.
Alternative investments
Enhance diversification and reduce gaps in your portfolio without sacrificing liquidity.
Cash Solutions
With a focus on low risk, the fund strategically allocates assets to high-interest deposit accounts to generate competitive yields on savings with access to cash at anytime.
Cash Solutions
With a focus on low risk, the fund strategically allocates assets to high-interest deposit accounts to generate competitive yields on savings with access to cash at anytime.
In-kind exchange
Reduce exposure to concentrated positions and diversify your portfolio while deferring upfront capital gains
In-kind exchange
Reduce exposure to concentrated positions and diversify your portfolio while deferring upfront capital gains
Longevity Retirement Solutions
Confidence in retirement by creating recurring income similar to defined benefit plans.
Longevity Retirement 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.
Private Assets
Access to Private Equity, Private Credit, and Real Estate, while simplifying tax reporting.
Ready to take the next steps with Harness?
Download our investor onboarding guide
Download our comprehensive investor onboarding guide
We’ve compiled all the most frequently asked questions from clients into one convenient document, available to print or email.
