Defining your vision of financial success
We ask the right questions
to bring clarity to your wealth goals.
This starts with creating your strategic wealth plan. We establish your life goals and financial objectives through an in-depth strategic planning process, paying particular attention to your investment goals, risk tolerance and time horizon.
With your strategic wealth plan defined, we allocate your capital to our carefully curated investment strategies. We monitor them closely to maintain your peace of mind.
This personalized approach, built on your goals, timelines and risk tolerance, ensures you feel confident that the right capital allocation decisions have been made.
Your private client partner, and the entire team at KJ Harrison, are dedicated to your success. Together, we bring decades of experience and unique skillsets, to deliver the best plan for our clients’ unique needs.
We believe in full transparency of communication. You can log into our online client portal anytime for fulsome, timely reporting at your fingertips.
As your life evolves, we are here to manage your plan to keep you on track.