Customized Financial Planning & Investing
A customized plan for your unique situation
Financial Planning
Personalized for your needs
Many people will offer you advice on which investments to buy…MORE
Investment Management
Create a Diverse Portfolio
Careful portfolio analysis is necessary to ensure … MORE
Insurance
Personal Wealth Management
Insurance is a key part of the financial planning process… MORE
Welcome to Harmer Wealth Management
Customized Financial Planning & Investing
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.
One Size Fits One
Create a Strategy That Works For YOU
We pride ourselves on listening. Not selling. We learn about you and your goals and make recommendations custom tailored to help you attain those goals.
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How We Work. Our Mission & Values
We study the market constantly and review in great detail every product we bring to the table and every piece of advice we offer. We work very hard. to help you achieve your goals and maximize your investing opportunities today and well into the future.
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.
Blog
Financial Resources and News
Our blog contains a lot of essential information to help you stay informed to make the right decisions. Check back and keep on top of the latest financial news.
Headlines Scream: Interest Rates Rising… What do I do?
A hot topic right now is the recent changes to both the Variable and Fixed interest rates. These changes effect: Mortgages, Credit Cards, and any Variable Loans. If you are nervous about these changes, you certainly aren't alone. Media Headlines and water cooler...
Headlines Scream: Interest Rates Rising… What do I do?
A hot topic right now is the recent changes to both the Variable and Fixed interest rates. These changes effect: Mortgages, Credit Cards, and any Variable Loans. If you are nervous about these changes, you certainly aren't alone. Media Headlines and water cooler...
What is the deal with the 1.99% fixed mortgage?
With mortgage rates hitting historical lows we are fielding a lot of questions surrounding the advertised 1.99% 5-year fixed mortgage. While there are many excellent mortgage rates in the market, some of these rates come with requirements that may not fit your...
Investors: “Should I Buy, and If So, What Should I Buy?”
While it is impossible to determine the exact moment when the market has bottomed out, we can begin to review high quality, oversold, and high value investments. One of the investment options that yield minded investors have brought into focus is dividend investing....
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Respected Advisors
Harmer Wealth is a unique firm with unique solutions. Let's create one for you soon.
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1.800.723.2138
Info@HarmerWealth.com
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