{"id":348,"date":"2023-08-04T16:34:47","date_gmt":"2023-08-04T16:34:47","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/?page_id=348"},"modified":"2025-04-26T13:46:52","modified_gmt":"2025-04-26T13:46:52","slug":"harper-private-wealth","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/harper-private-wealth\/","title":{"rendered":"Harper Private Wealth"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"348\" class=\"elementor elementor-348\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9de1d63 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9de1d63\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3af4d30\" data-id=\"3af4d30\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e189b22 elementor-widget elementor-widget-image\" data-id=\"e189b22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"513\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/06\/Harper-Team-Photo-1024x656.jpg\" class=\"attachment-large size-large wp-image-662\" alt=\"Harper Team Photo\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/06\/Harper-Team-Photo-1024x656.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/06\/Harper-Team-Photo-300x192.jpg 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/06\/Harper-Team-Photo-768x492.jpg 768w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/06\/Harper-Team-Photo-1536x985.jpg 1536w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/06\/Harper-Team-Photo.jpg 1800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5af636b6 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5af636b6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2b34ddb2\" data-id=\"2b34ddb2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-616424a5 elementor-widget elementor-widget-heading\" data-id=\"616424a5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Our Philosophy<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d11c303 elementor-widget elementor-widget-text-editor\" data-id=\"d11c303\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Here at Harper Private Wealth, our wealth management process is guided by a disciplined philosophy based on the investing principles of Nick Murray and the simple yet effective views of Warren Buffett.<\/p><p>If practiced together, we believe these six variables benefit the long-term, goal-focused investor to achieve the desired investment outcomes that support their financial plan. These six variables include <strong>three values<\/strong> and <strong>three basic portfolio strategies<\/strong>:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-d42a602 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d42a602\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-460b2f3\" data-id=\"460b2f3\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5a94779 elementor-widget elementor-widget-heading\" data-id=\"5a94779\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">values<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b310142 elementor-tabs-view-vertical elementor-widget elementor-widget-tabs\" data-id=\"b310142\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\" >\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1871\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1871\" aria-expanded=\"false\">Faith in the Future<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1872\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1872\" aria-expanded=\"false\">Patience<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1873\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1873\" aria-expanded=\"false\">Discipline<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1871\" aria-expanded=\"false\">Faith in the Future<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1871\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1871\" tabindex=\"0\" hidden=\"false\"><p>History tells many compelling stories about why this first belief is critical to successful investing. The resiliency of good businesses is evident throughout history, and the benefits of owning, not loaning.<\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1872\" aria-expanded=\"false\">Patience<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1872\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1872\" tabindex=\"0\" hidden=\"hidden\"><p>When the pattern of history reasserts itself as it always has, we believe:\u00a0<em>\u201cIf your goals haven&#8217;t changed, don&#8217;t change your plan; if your plan isn&#8217;t changing, don&#8217;t change the portfolio.\u201d<\/em> Never mind what&#8217;s working now, try to stay focused on what&#8217;s always worked in the long run.<\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1873\" aria-expanded=\"false\">Discipline<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1873\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1873\" tabindex=\"0\" hidden=\"hidden\"><p>A disciplined approach to investing comprises a set of guidelines and tried and proven rules that are adhered to no matter what. This includes the ability to not do the wrong thing, most notably panicking out of the markets at a moment of maximum pessimism and avoiding the temptation to bet the farm after a big run-up in the market. Instead, stick to the plan.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-de2a3f0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"de2a3f0\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-0c13bb0\" data-id=\"0c13bb0\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8a94570 elementor-widget elementor-widget-heading\" data-id=\"8a94570\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">portfolio strategies<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6aac55e elementor-tabs-view-vertical elementor-widget elementor-widget-tabs\" data-id=\"6aac55e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\" >\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1111\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1111\" aria-expanded=\"false\">Asset Allocation<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1112\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1112\" aria-expanded=\"false\">Diversification<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1113\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1113\" aria-expanded=\"false\">Rebalancing<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1111\" aria-expanded=\"false\">Asset Allocation<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1111\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1111\" tabindex=\"0\" hidden=\"false\"><p>Simply put, it\u2019s the percentage of equities versus fixed income (bonds, GICs and cash) in your portfolio. This raw number will likely dictate your lifetime investment return.<\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1112\" aria-expanded=\"false\">Diversification<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1112\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1112\" tabindex=\"0\" hidden=\"hidden\"><p>Proper diversification within asset classes, industry sectors, and geographic regions is essential in managing risk and delivering appropriate returns over one\u2019s investing lifetime.<\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1113\" aria-expanded=\"false\">Rebalancing<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1113\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1113\" tabindex=\"0\" hidden=\"hidden\"><p>This ensures a proper asset mix that matches your financial plan. Some rebalancing by money managers also occurs when industries, individual shares, or both become overvalued.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5531b9b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5531b9b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d882f0c\" data-id=\"d882f0c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9b6aaf3 elementor-widget elementor-widget-heading\" data-id=\"9b6aaf3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Discipline  + Patience = Success<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3d14cbf elementor-section-full_width elementor-reverse-mobile elementor-section-height-default elementor-section-height-default\" data-id=\"3d14cbf\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-273fbf9\" data-id=\"273fbf9\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2ba8fbf elementor-widget elementor-widget-heading\" data-id=\"2ba8fbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Our Process<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bdaa18 elementor-widget elementor-widget-text-editor\" data-id=\"3bdaa18\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Total Wealth Management<\/strong>\u00a0is a comprehensive approach to help you achieve your goals. The focus of our first meeting is YOU. What is important to you? What are your goals? By when would you like to achieve them? What is your time horizon? We learn about you and your goals to help us construct an effective\u00a0<strong>financial plan<\/strong>.<\/p><p>The financial plan determines the asset allocation of your investment portfolio, which is a calculated weighting of equities and fixed income (bond, GICs and cash) based on our discussions of your time horizon, investment needs, and risk tolerance to help you achieve your financial goals. This raw number will likely dictate your lifetime investment return.<\/p><p>A financial plan gives you the confidence to make sound financial decisions and the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation.<\/p><p>Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement, and create your legacy. We guide you and your family through each life stage by helping you understand the various financial issues, concerns, and opportunities as they arise.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-51b95cb\" data-id=\"51b95cb\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d76609e elementor-widget elementor-widget-spacer\" data-id=\"d76609e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f384899 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"f384899\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c5e6032\" data-id=\"c5e6032\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-24bde13 elementor-widget elementor-widget-spacer\" data-id=\"24bde13\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-eac5118\" data-id=\"eac5118\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3027045 elementor-widget elementor-widget-heading\" data-id=\"3027045\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Our Resources<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-643e5d7 elementor-widget elementor-widget-text-editor\" data-id=\"643e5d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Gain access to the full spectrum of investments, including stocks, bonds, and the best money management and insurance solutions in Canada, including forward-thinking solutions to bring you peace of mind, now and for the future.<\/p><p>Our Chief Market Strategist, Dr. James Thorne, provides in-depth monthly Wellington-Altus Private Wealth economic commentaries, sharing his insight on global economic, political, and financial market events and their short and long-term portfolio implications.<\/p><p>Our advisors, along with the resources of Wellington-Altus Private Wealth, liaise with an extended team of experts on your behalf, including wealth planning and insurance professionals and tax and estate specialists, to address your financial, retirement and wealth transfer needs and ensure your wishes are adhered to.<\/p><p>You can expect the highest level of service and advice to assist you and your family in managing the complexities of your wealth.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Our Philosophy Here at Harper Private Wealth, our wealth management process is guided by a disciplined philosophy based on the investing principles of Nick Murray and the simple yet effective views of Warren Buffett. If practiced together, we believe these six variables benefit the long-term, goal-focused investor to achieve the desired investment outcomes that support [&hellip;]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-348","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Harper Private Wealth - Harper Private Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/harper-private-wealth\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Harper Private Wealth - Harper Private Wealth\" \/>\n<meta property=\"og:description\" content=\"Our Philosophy Here at Harper Private Wealth, our wealth management process is guided by a disciplined philosophy based on the investing principles of Nick Murray and the simple yet effective views of Warren Buffett. 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