Customized Wealth Management and Financial Planning
We’re Durham Region and Northumberland County’s trusted financial advisors.
Professional Wealth Management Services
Let’s create a financial plan based on your unique needs. We’re not here to sell you financial products. We’re here to provide wealth management solutions that align with your goals, dreams, and needs. From buying your first home to a happy retirement, we’re here for you at every step of your financial journey.
Financial Planning
Personalized for your needs
Your finances are more than your investments. We’re to help you with your complete financial picture.
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Investment Management
Create a Diverse Portfolio
Invest in a way that aligns with your goals and risk tolerance. We can help with smart asset allocation.
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Mortgages
Investment Diversification
When it comes to buying property, we can help—from refinancing to mortgage renewal to your first home.
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Insurance
Personal Wealth Management
Insurance is a vital part of financial planning. Ensure you have the coverage you need.
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Real Estate
Personalized Asset Plan
Our Real Estate Advisors offer in-depth knowledge and deliver attentive real estate services tailored to your needs.
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Welcome to Harmer Wealth Management
A Wealth Management Solution For Your Unique Situation
Whether you’re looking for financial planning and wealth management services for you, your family, or your business, you want a trusted financial partner. At Harmer Wealth Management, we are proud to be one of Ontario’s leading Wealth Management Firms. Since our establishment, we’ve had the fantastic opportunity to invest, partner with hundreds of personal and business clients, and achieve great success with measurable gains. We want to do the same for you.
Our planning approach is distinct, and so are the results we achieve. We not only provide a customized financial plan centred on your needs. We do it while delivering an elevated client experience—setting us apart from the sales-oriented staff at banks, brokerages, and insurance and fund companies. They’re built on scale, bureaucracy, and conflicts of interest. We’re about investment results and providing you with the close attention you deserve.
One Size Fits One
Creating a Financial Strategy and Retirement Plan That Works For You
Our financial advisors take pride in listening. Not selling. We learn about you and your goals and tailor our recommendations to help you attain those goals.
Whether you want to minimize your tax bill, maximize your estate, or add more vacation getaways to your retirement, we’re here to work with your goals and determine the wealth management strategy that works for you.
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Our Mission & Values Drive Our Wealth Management Solutions.
We promise that our financial advisors will work tirelessly to provide you with professional wealth management and retirement planning solutions so you can live the life you have always dreamt of.
We study the market constantly and review in great detail every product we bring to the table and the advice we offer. We work very hard to help you achieve your goals and maximize your investment opportunities today and well into the future.
Dedication. Trust. Experience. These are our values. You go beyond just offering you advice on which investments to buy. We know there is more to your financial life than that. Retirement, insurance, home ownership, and education funds are essential to how we help manage and guide your wealth management portfolio. Here’s what we can do for you:
Harmer Wealth Management has grown into one of Ontario’s leading Wealth Management Firms. Since our establishment, we’ve had the amazing opportunity to invest and partner with hundreds of personal and business clients and have achieved great success with measurable gains. Our planning approach is distinct and so are the results we achieve. We strive to deliver an elevated solution and client experience – setting us apart from what is typically offered to private clients by sales-oriented staff at banks, brokers, insurance and fund companies. We work in contrast to those types of firms, where scale, bureaucracy and conflicts of interest often adversely impact investment results and take away from the close attention you deserve.
Reach Your Goals
What is important to you? Now, how are you going to get there? That is what our financial advisors can do for you. They’re ready to help orient you toward those goals.
Prepare For Unexpected
You never know what the future holds, but you can see that you and your loved ones are financially protected—whatever tomorrow brings.
Manage The Now
You have an eye to the future, but you also want to plan for now. From taxes to mortgage renewal to education savings, we can help with the now and then.
Giving Back
Your financial plan is not all about you. Giving back and leaving a legacy for years to come is essential for you. We can help with a financial plan to make it happen.
Driven Financial Advisors Working For You.
Only an experienced wealth management consultant can help you develop an effective financial plan. Our team of personal finance experts focuses on you as an individual, bringing together all the economic and psychological factors that impact your life. A well-designed financial plan will help you reach your personal financial goals and objectives and give you a greater sense of security. Contact us to get started on achieving your financial goals.
Wealth management may be complicated, but the process is simple. Here is how we work with you to help plan and work toward your goals.
- Every plan starts with your goals. What are the things that are vital to your life?
- It’s time to lean on our experience. Our expert financial experts share what we can do for you.
- We listen to you. It’s time to ask questions and review the plan. From there, we will work on the next steps and continue to support your wealth management journey.
Blog
Wealth Management Resources and News
Get the essential financial planning advice you need to stay informed and make the right financial decisions. Check back and keep on top of the latest financial news.
The Lifetime Income Portfolio: A Sustainable Approach to Retirement Income
In the realm of retirement planning, ensuring a stable and sustainable income stream remains a paramount concern for individuals transitioning into or already enjoying their retirement years. Harmer Wealth Management, under the guidance of Chad Harmer, has crafted a...
Will Your Pension Stand the Test of Time?
In a world where financial security is paramount, especially for those approaching retirement, the sustainability of pension funds is a topic that increasingly occupies the minds of many. With the complexities of the financial markets and the demographic shifts of an...
The Lifetime Income Portfolio: A Sustainable Approach to Retirement Income
In the realm of retirement planning, ensuring a stable and sustainable income stream remains a paramount concern for individuals transitioning into or already enjoying their retirement years. Harmer Wealth Management, under the guidance of Chad Harmer, has crafted a...
Will Your Pension Stand the Test of Time?
In a world where financial security is paramount, especially for those approaching retirement, the sustainability of pension funds is a topic that increasingly occupies the minds of many. With the complexities of the financial markets and the demographic shifts of an...
Navigating the Financial Waters: Understanding Interest Rates and Their Impact in 2024
In recent years, global financial markets have experienced significant turbulence, primarily attributed to a dramatic increase in interest rates by world banks. This surge, particularly notable in 2022, has had a profound impact across various sectors, including...
Contact
Get In Touch
Let’s have a brief, no obligation conversation. We’ll explain how our services work and how we can help you with a customized solution.
Harmer Wealth Management is located in Clarington, ON and serves clients throughout Northumberland County and Durham Region, including Oshawa, Whitby, Pickering and beyond.
Respected Advisors
Harmer Wealth is a unique firm with unique solutions. Let's create one for you soon.
Contact
1.800.723.2138
[email protected]
M-F: 8am-5pm
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Our Communities
Toronto | Oshawa | Whitby | Bowmanville | Clarington | Cobourg | Uxbridge | Peterborough | Wellington | Haliburton | Port Hope | Port Perry | Ajax | Pickering | Courtice | Kawartha Lakes | Bobcaygeon | Richmond Hill | Markham |