Wealth Accumulation & Growth
Investment solutions that grow your wealth
Your money should work as hard as you do. Whether you're building towards business or personal goals, we offer world-class investment strategies and tools to help you get there.
How we increase your yield
Investment Management
Canada's top investment experts
Optimize your portfolio with expert advice and strategies aligned with your financial objectives. Our advisors work closely alongside you, monitoring market trends and adjusting your plan to maximize returns while mitigating risk.
Investment Products
Solutions matched to you
Discover a curated selection of investment products chosen specifically for your unique financial needs. From high-growth funds to stable, income-focused options, our investment offerings help you reach your vision of tomorrow.
The right investments for your tomorrow
Access a wide range of investment options, from mutual funds to specialized instruments like ETFS and alternative assets. Each product is carefully selected to support your short- and long-term goals.
Guaranteed Investment Certificates (GIC)
Safe and secure investments with a guaranteed rate of return. Ideal for preserving capital and generating predictable income.
Segregated Funds, including guarantees
Similar to mutual funds but with added protection against market losses. Offers potential for growth and creditor protection for your business.
Mutual Funds
Diversify your investments with a pool of professionally managed assets. Canadian small business owners can access a variety of investments with lower risk.
Annuities
Provide a guaranteed income stream for life, protecting you from outliving your savings. Offers peace of mind and predictable retirement income.
Short-Term Investments
Park your extra capital and earn interest with low-risk options. Access your funds quickly when you need them.
Life Insurance as a tax-efficient retirement income strategy
Supplement your retirement income with tax-free benefits from a life insurance policy. Provide for your loved ones.
“The HSA you helped me setup allowed me to get my hip surgery promptly, saving me pain and lost farm income, plus it reduced my taxes!”
Farm Owner
Tax Advisory Client, SK
“Through Harvest Financial, we were able to provide a tax-free inheritance for our non-farming children while equalizing our estate through life insurance.”
Farm Owner
Tax Advisory Client, SK
“Harvest Financial helped me make my investment strategy more efficient, create a plan to protect my assets for the long term, and reduce my tax liability.”
Small Business Owner
Tax Advisory Client, AB
“Harvest Financial helped me invest my farm sale proceeds wisely, providing income and peace of mind for my retirement.”
Farm Owner
Tax Advisory Client, MB
“Harvest secured comprehensive critical illness and disability insurance coverage for me and my key employees, protecting our business and families.”
Business Owner
Tax Advisory Client, BC
“Your team helped me invest my inheritance wisely, ensuring higher returns and a smooth transfer to my sons.”
Business Owner
Bookkeeping Client, SK
Let's start the conversation about your tomorrow
Take the first step towards a brighter future. Connect with us, and we'll collaborate with your tax advisor or accountant to build a personalized plan.