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

Mortgages

Investment Diversification

We can help you plan for your next, or first property… MORE

Insurance

Personal Wealth Management

Insurance is a key part of the financial planning process… MORE

Real Estate

Personalized Asset Plan

Real Estate is a time honoured investment that…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.

Working with Chad was a pleasure. It's obvious that he is very knowledgeable but what impressed me was how much he cared about finding out what is best for me. Chad made the whole experience very personable and worked hard to get me a lot of savings on a re-mortgage. I am now using those savings to invest with Chad's expert advice. Thanks again, Chad! Would recommend anyone to contact and see what Harmer Wealth can do for you.

Edward Lewandowski

Chad helped us refinance a rental property in order to use the equity to purchase our next, which he is also assisting us with. He is incredibly knowledgeable, extremely hard-working, and always available. I am impressed by his efficiency and his responsiveness. I highly recommend using Harmer Wealth Management Corp!

Dasha Balcom

It was a pleasure having this company take care of our mortgage needs. For the first time it felt like someone actually cared about getting us into a better financial spot. Chad was very professional, attentive and on the ball, he didn’t miss a thing and really worked to find us the best options. We would definitely recommend their services to family and friends.

T. Gray

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?

Interest Rates, Investing

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?

Interest Rates, Investing

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?

Financial, Investing, Mortgages

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?”

Financial, Investing

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....

Contact

Get In Touch

Let’s have a brief, no obligation conversation. We’ll explain how our services work and how we can help you with a customized solution.

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
M-F: 8am-5pm

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Our Dealer & Brokerage

Mutual Fund Representative

Disclaimer | Privacy Policy | How to File a Complaint

Mutual funds products are offered through Investia Financial Services Inc. Insurance Products offered through Achievex Financial. | Mortgages Products offered through Pilrock Mortgages. Pilrock Mortgages Ltd. Lic.12707 | Chad Harmer Lic. M19000975 | 9015 Mosport Road, Clarington, Ontario, L0B1M0 (By Appointment Only)