Simon has a conversation with Paul MacDonald, CFA, CIO of Harvest Portfolio Group on Thursday, May 14th 2020. They discuss income strategies, markets and opportunities.
Simon Harry Culture Video
Wellington-Altus has allowed me to build relationships with clients in a way that is completely unanticipated. The financial planning support, which is incredible, and the support that I’ve gotten here to help get to know my clients more deeply and monitor what they have and make sure that we are on plan and on track.