What is of the utmost importance to you?

One of our key responsibilities as an Investment Advisor is to earn and build your trust. By having conversations centered around your personal and family goals and objectives, and an open and honest conversation around cost structure and compensation, we believe that we can bridge that trust gap very early in our relationship.

Our job is to create a long-term wealth management strategy to help you manage risk over time, improve your financial performance and structure an investment portfolio to match your goals and aspirations.

With a wide range of objectives, from wealth accumulation, asset protection, income generation and legacy planning, we will work together to develop a long term strategy to help you achieve your goals and overcome obstacles together.

 

The Harvester Financial Group
A Team of Professionals

Craig and Michael have been with CIBC Wood Gundy and its predecessor companies since 1997. Dedicated to providing a superior client experience, they have built a team to help with the management of their clients financial needs.

 

 

"History doesn't repeat itself, but it often rhymes"

- Mark Twain

Taking advantage of market conditions allows us to continually migrate investment choices between opportunities that are relatively under or overvalued over time. By following a pension-style approach to investment management, we use diversification and rebalancing to reduce risk through each market cycle.