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Harris Wealth Management
Harris Wealth Management is a financial advisory firm that has been serving clients for over 35 years, focusing on personalized investment management and...
Overview
Harris Wealth Management is a financial advisory firm that has been serving clients for over 35 years, focusing on personalized investment management and financial planning. The firm emphasizes building long-lasting client relationships through personal attention and quality service. Its team of financial representatives and administrative staff works to help clients pursue specific investment goals and maintain confidence in their financial decisions.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
Canada
City
Ventura
Corporate office
Toronto, Ontario, Canada
Sector focus
Frequently asked questions
Who makes investment decisions at Harris Wealth Management?
The firm does not publicly name its investment committee or lead portfolio managers. Public records indicate it is registered as a portfolio manager under Canadian securities law, meaning at least one designated advising representative holds authority over client portfolios (per CIRO registration records).
Does Harris Wealth Management invest in funds or only direct securities?
The firm is registered to manage both pooled funds and separately managed accounts. Its public filings reference discretion over exchange-traded funds, mutual funds, and individual equities. The extent of direct private-market deal participation is not disclosed (per Canadian securities filings).
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