If it’s not exclusively in your best interest, it’s not the best advice.

By creating an independent practice, we were able to take the best of what was out there and provide it to clients with a fiduciary commitment to their needs.

Over the years, we’ve built up an in-house team of experienced professionals, while integrating unique technology tools and developing proven investment models – our clients see the benefits of these resources within a completely open and transparent environment.

Your personal investment plan involves:

  • Defining your risk tolerance, investment objectives and time parameters
  • Identifying strategies to minimize tax while meeting your liquidity needs
  • Adhering to a strict monitoring, management and reporting process
  • Determining the appropriate location and allocation of your assets
  • Combining traditional money management with our proven investment models, in order to meet your objectives for preservation and growth
  • Providing an Investment Policy Statement summarizing your investment strategy

The Security of Your Assets

Clients of Harris-Bolduc & Associates benefit from the support of National Bank Independent Network (NBIN), which is in turn backed by the financial strength and stability of National Bank of Canada, one of the country’s oldest and most reliable financial institutions.

NBIN provides the custodial and administrative services that help us to operate on an independent platform, while ensuring our clients’ information and assets are completely secure. NBIN is regulated by the Investment Industry Regulatory Organization of Canada.

NBIN - Get more information here.