{"id":746,"date":"2024-09-17T22:11:11","date_gmt":"2024-09-17T22:11:11","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/simonharry2\/?page_id=746"},"modified":"2026-01-29T22:46:50","modified_gmt":"2026-01-29T22:46:50","slug":"what-we-offer","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/simonharry\/what-we-offer\/","title":{"rendered":"What We Offer"},"content":{"rendered":"\t\t
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What we offer<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our practice and process are powered by a simple yet vital principle: serve each person as we would want to be served.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Our Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Investment Management<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We create custom portfolios tailored to your needs, utilizing a wide range of products while considering your tax situation. When necessary, we seek the expertise of our Advanced Wealth Planning Group at Wellington-Altus Private Wealth for more complex tax scenarios.

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Retirement Planning and Financial Advice<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We help you plan for a secure and comfortable retirement, with strategies designed to maximize your savings and ensure a steady income throughout your retirement years.<\/p>

Our comprehensive financial planning services cover everything from major purchases to educational funding, ensuring that every aspect of your financial future is well-planned and secure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Risk Management and Insurance<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our risk management services cover a variety of insurance needs, such as life, critical illness, and corporate insurance, to protect you, your family and your business from unforeseen events.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Estate Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our estate planning services will help you organize your affairs, so your assets are distributed according to your wishes, providing peace of mind for you and your loved ones.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tMeet Your Team <\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Testimonials<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tSimon has been working with my family for over 20 years. During that time, he has helped us with many life-changing events (kids, post secondary school, moving abroad for work) that required his knowledge and expertise. We find his transparent and fact-based approach in providing advice easy to understand and implement.
\n\nA relationship based on trust and mutual understanding is one that every family should have from their financial advisor, hence my willingness to reference friends and family to Simon and his team. A fantastic partner, helping us achieve our financial goals.\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t- TG<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tOver 20 years ago, my very private uncle first met Simon and since then our entire family has never looked back. Simon\u2019s financial acumen, combined with his gentle demeanor, earned my uncle\u2019s respect so he trusted Simon with his very hard-earned savings. That trust lasted my uncle\u2019s lifetime.
\n\nAnd Simon has earned that same trust with my own investments and now that of my adult children. He has hand-held me through rough market times and encouraged me through good times. I could never, ever have imagined being in my current financial situation of retiring early without his solid guidance, market wisdom, and wonderfully patient and encouraging manner. And I\u2019d be remiss without a shoutout to his assistant Sylwia. She is kind, efficient and so very helpful. Such a great team!\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\u2013 CC<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWe have worked together with Simon for just over 2 years now and it has been absolutely a pleasure to do so. Our journey together started with a gathering of our needs and future plans to establish a path forward to reach our financial goals. Since then we have been kept well informed and timely changes made according to shifting market positions all to keep our goals on track.
\n\nEveryone should be so lucky to have the personal attention that Simon has spent in monitoring our portfolios and keeping us abreast of an ever changing landscape. Our goals and our funding are treated as his own which is a great comfort to us and all is done with knowledge, wit and humor. Helicopter investor and 4:30 pm Friday retirements are often mentioned. \n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\u2013 DC & CL<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tI met Simon around two and a half years ago during an extremely difficult time, basically during the type of life events that alter your plans and your trajectory, whether you want it or not. I had very little experience, or time to deal, with financial issues and I couldn\u2019t be happier that we connected.
\nHe explained things in a way that met me on my level of understanding, and I was confident that he had my best interests at heart. My questions were always answered promptly and to my satisfaction. That communication has continued over the years without being overwhelming or intimidating.
\nThere are less questions about my family\u2019s future now because I know Simon. I would have no reservations recommending Simon to anyone. He has my eternal gratitude and respect.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\u2013 JG<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tSimon Harry has been our financial planner for more than 15 years. During this period of time Simon has proven to be a trustworthy and reliable investment counsellor who has understood and anticipated our financial needs based on our prior and current circumstances. He has provided us with financial plans designed to best meet our changing needs over the course of our relationship with him. He has treated us with respect and he has explained what the rationale is for the changes he has recommended in our investment portfolio. In addition, he has worked closely with our tax accountant to ensure we are maximizing our financial returns in our retirement. \t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t- MB<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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<\/div>\n\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\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":"

What we offer Our practice and process are powered by a simple yet vital principle: serve each person as we would want to be served. Our Services Investment Management We create custom portfolios tailored to your needs, utilizing a wide range of products while considering your tax situation. When necessary, we seek the expertise of […]<\/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":{"_acf_changed":false,"_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-746","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/pages\/746","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/comments?post=746"}],"version-history":[{"count":7,"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/pages\/746\/revisions"}],"predecessor-version":[{"id":1329,"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/pages\/746\/revisions\/1329"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/simonharry\/wp-json\/wp\/v2\/media?parent=746"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}