Comprehensive strategies for complex wealth needs
Specializing in private wealth management for business owners, our team at Harmony Wealth Partners is proud to provide expert advice and in-depth, strategic solutions for complex, business-related concerns. Through our collaborative approach, proven process, and the resources available to us as a part of one of Canada’s leading financial institutions, we are able to diligently serve our clients and find ways to optimize and enhance their wealth.
Our approach
A strong, simplified, and streamlined family office approach
Our full suite of financial services is uniquely designed with the business owner in mind – we understand the demands of achieving operational and financial success and the commitment required to maintain and enhance it. That’s why we provide a family office approach to managing your wealth, and deliver solutions that strengthen your business strategy, simplify complex wealth pictures, and streamline the path towards your goals.
Strengthen your business strategy
Tell us about your business and the dreams you have for it, then let us help you achieve them. Backed by the resources at RBC, our talented team is well equipped to help you navigate any financial intricacies you may face.
Bringing clarity to every piece of your wealth picture
In addition to delivering investment strategies that focus on building and maintaining your wealth, our family office approach includes a catalog of financial services to cover all aspects of your wealth picture, from business planning to tax planning and beyond.
Wealth management
Financial planning
Business planning
Portfolio management
Tax planning
Retirement planning
Will & estate planning
Insurance planning
Credit and lending services
Educational investments
Charitable giving
Our strategy
Investment strategies to grow and protect your wealth
As our team custom-builds your path to financial success, we make sure to prioritize your needs while also considering your risk tolerance, business needs, and future goals. Investment strategies are a key component of our approach – we operate with complete transparency to keep you informed of your portfolio and meticulously curate our strategy to ensure alignment with your goals.
Grow
Our proven investment approach focuses on in-depth market research and a diversification of assets. By individually picking stocks and bonds and limiting the use of mutual funds, investment pools, or other third-party products, we are able to completely customize your portfolio, reducing unnecessary costs and aiming to increase returns over time.
Protect
Making decisions at the intersection of historical precedence and data, we meticulously build a portfolio that reflects your values, supports your dreams, and minimizes your fears. We are transparent about what you own and why you own it, and how the decisions we make on your behalf are in line with the vision you have for you and your family’s future.
A diversified strategy with attention to cost
Fees can have a dramatic effect on returns over time, which is why our team offers a well-researched, diversified investment strategy with attention to cost. Operating in your best interest at all times, we provide personalized services with expert advice and no hidden fees. With a portfolio uniquely tailored to your individual situation and needs, we leverage our firm’s resources to ensure that your wealth is optimized and managed with the utmost care and discretion.
Who we are
Experienced
Accredited
Dedicated
A multi-talented team for all your wealth needs
Leveraging over 300 years of combined education and professional experience, our multi-talented team of professionals utilizes our expertise in business, finance, and accounting to provide strategic financial solutions for all your wealth needs. Through in-depth conversations, personalized financial plans, and meticulous asset management, we manage your wealth with diligence and discipline and work hard to set you on a path towards success.
Partners
Chris Weiers
James Law
Kinny Dhaliwal
Jason Gifford
Wealth Advisors & Associates
Jeff Glaicar
Shelby Lomas
Michelle Sookun
Meagen Emard
Veronika Khodorovska
Kate Moldavanov
Natalia Savina
Eleanor Kent
Ghada Yassine
Amy Wong
Connie Du
Our long-term success is entirely dependent on putting our clients first – which is why we take the time to listen to their stories, tailor our services to their needs, and charge a fair price. We not only want to protect our clients’ wealth, but also ease their concerns and leave them with financial peace of mind.
Our story
Built on trust and collaboration
As a team built on trust and collaboration, we are proud to deliver a family office approach to managing your wealth, tailoring our services to your unique needs and goals for the future. At Harmony Wealth Partners, we develop personalized portfolios that focus on research and diversification, utilizing our firm’s immense resources to implement tax, estate, and investment strategies that are bespoke to each relationship.
As custodians of our clients’ wealth, we have a strong sense of ethics and a fiduciary responsibility to manage your wealth to the best of our abilities, working hard to build trust through honesty, consistency, and transparency. We understand that as a business owner, your success not only shapes your future, but also lays the foundation for the well-being of your family and the legacy you leave behind. Consistency and stability are key in both business and wealth management to ensure that your hard work today translates into long-term security for you and your loved ones. By focusing on strategic financial planning, we can help you build your wealth with intention and foresight, creating a resilient financial framework that supports your family, nurtures your business growth, and preserves your legacy for generations to come.
Insights
Bringing harmony to all aspects of your wealth
Email:harmonywealth@rbc.com
Phone:604-257-7152