Harry & Company

Description

Harry & Company specializes in proven financial strategies that maximize revenue for business owners and business professionals. Our services are designed to preserve capital, reduce risks and taxes, enhance yearly returns, and assist our clients in increasing their personal and professional wealth with ease and simplicity. Our team of professionals works hard to help our clients achieve financial freedom. We tailor our approach to the individual needs of each client and offer personalized financial guidance.
Services offered: Wealth Management Risk Management for Business Owners Retirement Planning Individual and Family Financial Planning Business Financing Succession Planning Tax, Legal & Accounting Estate Planning TFSA, RESP and RRSP Planning Call to schedule a complimentary 1-Hr private consultation for you or for you and your significant other. We would love to show you how we can optimize your plan for the future. Free coffee, tea and water during your private consultation. If your not completely satisfied with your complimentary private consultation we'll give you a free $100 Gift card to the restaurant of your choice. Harry & Company also offers free business educational seminars to the public at the Oakville Chamber of Commerce - call to learn more at 905-599-4961 or send us an email to michael@planwithharry.com OTHER PRODUCTS: -Individual life insurance -Whole Life -Term -Universal life -Segregated fund policies, RRSPs and TFSAs -Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs -Payout annuities, RRIFs and LIFs -Individual disability insurance -Individual critical illness insurance -Individual health and dental insurance -Mortgages -Group insurance -Group retirement plans -Business insurance