For Advisors

Grow your business for the next generation

We’re an investment partner that empowers you to take the next steps in building your legacy

We work with you to serve your clients

Collaborate with our portfolio management and client success teams to deliver the modern investment experience that you expect for your clients.

Outsource investment management and access leading investment products.

While we take care of portfolio management responsibilities, you can focus your energy on growing your practice and dedicating time to meeting your clients’ financial planning needs.

Simplify your practice without sacrificing your independence

We do the work to create a personalized investment plan for each of your clients, outlining who they are, their attitudes toward risk, and the parameters to invest their assets.

Innovative strategies, expertly personalized

Harness provides access to a comprehensive suite of financial solutions, selected to complement your financial planning advice.

Core strategies
Focused strategies

A comprehensive set of innovative financial solutions curated to complement your core investment portfolio of stocks and bonds.

Alternative Investments

Enhance diversification and reduce gaps in your portfolio without sacrificing liquidity.

Cash Management

Earn GIC-like yield on cash without lock-up periods or market volatility.

In-kind Exchange

Reduce exposure to concentrated positions and diversify your portfolio while deferring upfront capital gains

Longevity Pension 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.

Let us introduce ourselves to your clients

We have a proven process to easily transition and onboard your clients to Harness. Our client team and digital onboarding will instil client confidence in your decision to partner with Harness as your investment management partner.

Download our comprehensive onboarding guide

We’ve compiled all of the most frequently asked questions into one convenient document, available to email or print.

Download guide

Direct your clients to our dedicated investor page

Let your clients explore all Harness has to offer for themselves, from how the partnership works to how Harness can help you support their financial plan.

Go to investor page

Our Team of Experts

Benefit from the diverse expertise of our investment team. Supporting you with knowledge, passion, and experience working with clients to achieve their goals.

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.

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 (CIM®) and holds a BBA from the Beedie School of Business, Simon Fraser University.

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.

Matthew specializes in the integration of wealth planning and investment portfolio management. Working with our trusted partners to understand each family's unique situation, he helps ensure the investment portfolio is properly structured to help you achieve your stated goals, with a focus on tax efficiency and risk management. Matthew has spent over 15 years working in wealth management with high-net-worth families and businesses. Matthew is a CFA charterholder since 2019 and also holds a Chartered Investment Manager (CIM®) designation.

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 an Associate Portfolio Manager out of the Vancouver office. Having spent her career working with high-net worth individuals and families, 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 alternative investments, developing and implementing customized portfolios to each client's unique circumstances. Suzi graduated with a B.Mus from McGill University and is a CFA level 3 candidate.

Digitize your practice

free up more time where it counts.

Transactions

Consolidate your administrative tasks with our cutting-edge technology and user-friendly portal. Seamlessly manage your business operations with us, ensuring efficiency and ease at every step.

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.

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Grow your business for the next generation

Grow your business for the next generation

Innovative strategies, expertly personalized

Let us introduce ourselves to your clients

Digitize your practice

Still have questions? We're here to help.

Still have questions? We're here to help.

Still have questions? We're here to help.

Still have questions? We're here to help.