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 ensure your needs are met now and in the future.
Enjoy the investment advice of a firm while working with the advisor you trust
Harnessing the expertise of your trusted 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 Investment Counsellors 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 ensure your needs are met now and in the future.
Enjoy the investment advice of a firm while working with the advisor you trust
Harnessing the expertise of your trusted 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 Investment Counsellors 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) is a premier Canadian firm offering the guidance of an investment counsellor 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 leading asset managers.
Actively managed core strategies
Optimize returns by actively managing risk with leading 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 equivalent investments
Earn GIC-like yield on cash without lock-up periods or the market volatility.
Cash equivalent investments
Earn GIC-like yield on cash without lock-up periods or the market volatility.
In-kind exchange
Right-size the large, concentrated holdings in your investment portfolio while minimizing your taxes.
In-kind exchange
Right-size the large, concentrated holdings in your investment portfolio while minimizing your taxes.
Longevity Retirement Solutions
Retire confidently with income for life.
Longevity Retirement Solutions
Retire confidently with income for life.
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.
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.