At the Simon Harry Wealth Management Group, we treat you as a true partner, steadfastly focusing on your unique needs. We provide personalized, practical, and detailed wealth services to help you realize your vision for the future. Together, we will work toward your goals, strategically growing and preserving your wealth while building and safeguarding your legacy.
Led by Simon Harry, a thirty-year investment industry veteran, our team provides more than just financial guidance. Working with individuals, companies, and institutions across Canada, we offer comprehensive wealth services to help navigate the ever-evolving complexities of international financial markets and Canadian tax systems. As our partner, you will benefit from our network of specialized professionals, ensuring we provide first-class service from day one.
Our affiliation with Wellington-Altus Private Wealth allows us to deliver truly independent, objective advice.
Clients can confidently invest with us knowing that National Bank Independent Network, a division of National Bank of Canada, ensures safe custody of all assets and performs our back-office services.
