Jeff’s extensive experience in wealth management has fostered a deep appreciation and belief in the value of personal, customized advice.
Andrew Guy is the Chief Compliance Officer at Harness Investment Management. He has been part of the organization since its creation. Andrew brings a broad range of investment industry experience to Harness. With over 20 years of experience, Andrew has been an analyst, portfolio manager and compliance officer as well as an executive at a number of major Canadian financial institutions.
Oliver Yoon is the Vice President of Harness Investment Management and is a founding member of Harness. With more than 10 years of experience in the financial services industry in the Canada, Oliver brings insight, passion and proven experience to lead the company and provide investment advice to clients.
Jeff brings over 20 years of investment experience to Harness Investment Management. Prior to joining the Harness portfolio management team, Jeff spent 6 years at Purpose Investments. His experience also includes roles at other leading financial institutions including BlackRock, Claymore, and RBC.
Chris is a Portfolio Manager at Harness and a member of the Portfolio Management team. Over the past decade, Chris has worked for many investment firms across Canada, including time with Wealthsimple, MD Management, and WealthBar. Chris specializes in helping high net worth families across Canada reach their goals by way of his in-depth Financial Planning and Portfolio Management strategies.
Keith Allan is a Portfolio Manager and works out of the Vancouver office. With more than 10 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.
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 an Associate 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 in order to successfully achieve their goals.
