What We Offer
We believe investment management expertise alone is not enough. We bring together our investment management expertise with the other areas of expertise, like financial planning or insurance, that are relevant to your individual needs. As a result, we can create a tailored investment plan that is integrated with your wealth plan.
You will benefit from a tailored investment policy statement (IPS) that you will build with your portfolio manager. Your portfolio manager will review this living document with you regularly and they will update it as your priorities and life circumstances evolve. In addition, you will be able to track your progress through our industry-leading digital reporting tools.
Discretionary Portfolio Management
As a client, you will benefit from building a relationship with one of our dedicated portfolio managers. Our portfolio managers are highly accredited investment professionals with a CFA or CIM designation. Our portfolio managers have your best interest in mind and are held to the highest ethical standard.
In addition, our Investment Management Committee (IMC) is comprised of our most experienced portfolio managers. It meets monthly to develop a collective outlook for the markets and to determine the corresponding asset allocation and security selection decisions for your portfolios. This process ensures the investment decisions reflected in your portfolios consistently reflect the best thinking of our entire team.
We partner with leading investment managers, including Purpose Investments, to deliver best-in-class investment solutions to clients. We seek out broad experience and proven expertise with an investment philosophy that aligns with ours. These partnerships enable Harness to better meet the needs of its clients and will be reviewed as part of our regular reviews of the investment success of our clients.
Purpose Investments is a leading, independent Canadian institutional asset manager with ~$8Bn of Assets under Management across ETFs and mutual funds. Their experience and expertise is broad, including active equities, active fixed income as well as both traditional and risk-managed alternative investment strategies. Their objective is to deliver resilient and cost-efficient solutions to help clients reach their financial goals.