Meet Our Team
Harry has an extensive background in working with personal clients and business owners as a personal advocate, refering to his role as that of a financial concierge. Harry believes in counseling and organizing financial affairs for clients with an eye to flexibility, safety, simplicity and tax effectiveness, so that his clients can live their dream.
With a degree in Social Sciences from Centennial College and York University, Harry continued his studies at Ryerson in Marketing and Business. He maintains accredited Licensing in the insurance industry and has successfully completed the Canadian Investment Funds Course through the Investment Funds Institute of Canada (IFIC). Harry recently acquired his Elder Planning Counselor (EPC) designation, allowing him the knowledge and tools necessary to effectively provide financial solutions for elder clients and their families.
During his 23 years of practice, Harry has been an active member of Advocis and former President of the Durham Advocis Chapter. He has contributed to his field by chairing various advisory boards in the insurance, employee benefits and disability management areas, and he has written many articles for industry and trade magazines and journals.
Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.