Leadership with a track-record of success

With more than 25 years of experience in wealth management, Jeff brings insight, passion and proven experience to lead the company. Jeff’s wealth management and experiences have fostered a deep appreciation and belief in the value of personal, customized advice. Jeff has spent his career focused on enabling advisors and their teams to build successful businesses while helping clients manage their financial future. He has always enjoyed working with advisors to understand what they need to deliver an outstanding client experience.

As Chief Compliance Officer, Alex oversees the firm's compliance and risk management programs. With over 20 years of experience in the financial industry, Alex brings a diverse skill set to the team, including expertise in compliance, governance, and wealth management. Alex is dedicated to fostering business growth and innovation. With a forward-thinking strategy, Alex provides reliable guidance to navigate regulatory hurdles, efficiently resolving complex business issues and meeting strategic objectives.

Alex is a member of the CFA Society of Toronto, CAIA Association and Professional Risk Managers' International Association. He also holds Bachelor of Administrative and Commercial Studies (BACS) with a major in finance from the University of Western Ontario.

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.

Dan Kent is a Portfolio Manager and member of the Portfolio Management Team at Harness. He is dedicated to working with individuals and their families to manage their investments to help them achieve their goals. In the past, Dan has managed teams dedicated to growing an innovative platform enabling clients to work with their trusted advisor. He has also held progressive roles in the financial services industry with Raymond James and MCAP. Dan is a Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER®, and holds a BBA from the Beedie School of Business, Simon Fraser University

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.

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.

Jérôme has over 10 years of experience in the financial services industry spanning various roles in start-ups and established asset and wealth managements companies in Europe and Canada. Jérôme is passionate about enabling Canadian families to reach their financial goals with peace of mind. He is a CFA charterholder, holds a BBA and a MSc in Finance from EDHEC Business School, and is currently studying to become a Certified Financial Planner (CFP).

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.

Shaen is responsible for leading the client service and operations team. Shaen has over twenty-five years in the investment industry, including previous roles in trading, compliance, and operations with Gluskin Sheff, Radin Capital Partners, and Mackenzie Financial. Shaen drives for success in a fast-paced environment coaching and supporting the Advisor Success team.

With over 11 years of experience in investment operations, Sal leads the trade execution and reconciliation teams. Previously he was responsible for managing all operational aspects of various investment strategies and products for institutional clients at Connor, Clark & Lunn Financial Group and CWT Trust Services.

Michelle is a Portfolio Manager with Harness Investment Management. Michelle is an experienced and well-rounded investment professional - She has been in the investment industry for nearly 15 years. During that time, she earned the right to the Chartered Financial Analyst designation, and to further compliment her skill set, the Certified Financial Planner designation. Michelle built the foundation of her career at a couple private investment counselling firms. In her prior role, she focused her time on researching securities, managing client wealth, and communicating investment strategies with clients and advisors alike. Beyond advocating for financial wellness, Michelle’s passions are time with loved ones, investment in self, yoga, and traveling the world.

Sigfrid Belemsaga is an Associate Portfolio Manager at Harness Investment Management. With five years of experience in investment management, he supports individuals and their families on their financial journeys, always with a focus on trust, education, and empowerment. Fluent in both English and French, he’s committed to helping clients make informed decisions and build stronger financial futures. He holds the Chartered Investment Manager (CIM®) designation and earned a Bachelor of Business Administration from Trent University. He is currently pursuing an MBA at the Smith School of Business at Queen’s University.

Anastasiia is a Portfolio Manager based out of our Calgary office, bringing over a decade of experience in the financial services industry. Her career spans a diverse range of roles—from traditional investment institutions to innovative start-up financial firms—giving her a broad perspective on wealth management and client solutions.

Prior to joining Harness Investment Management, Anastasiia specialized in relationship management and personalized financial advice, and played a key role in developing and implementing robo-advisory platforms. She is passionate about expanding access to quality financial advice and driving positive change within the industry.

Anastasiia holds the Chartered Investment Manager (CIM®) designation and is committed to delivering thoughtful, client-centric investment strategies.