We're here for you and for your clients
Our professional advisors start every conversation with the same intention:
your client's needs first.
We hand-pick and match our advisors to suit your needs. We have over 20 years of experience in managing relationships and we'll ensure you're paired with the right advisors for your clients and your practice.
Plan For A Better Future
Deliver financial and estate planning services without increasing your staff. Harvest Financial's professionals are here to help.
Dedicated Professionals
Unlike banks or lenders that dabble in general advice, estate and financial planning is our only focus.
Personal Touch
Our relationships - with you and your clients - are built on a foundation of mutual trust, integrity and expertise.
RELATIONSHIPS BUILT ON TRUST
Meet the Harvest Team
Joy Melis
Operations Manager
Keri Schenk
Reception
Joanne Fletcher
Administration
Plan for a better future
Enjoy Peace of Mind
Harvest financial works in association with the most reputable insurance and investment networks in the industry.
