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PROFESSIONALS

While you’re growing your practice, we’ll grow your wealth.

As an incorporated professional, you have all the opportunities of a business owner to save tax and grow your wealth efficiently - the challenge is finding the time to work out all the details.

Our approach is to map out a clear strategy to balance your needs for growth and preservation, while finding opportunities to invest tax-efficiently. As independent Portfolio Managers, we’re able to provide objective and fully personalized advice, as well as the comfort of knowing who’s managing your investments and whose interests they’re serving.

“As an incorporated professional,  you have all the opportunities of a  business owner to save tax and grow your  wealth efficiently.”

Specialized Services on an Independent Platform

We work with professionals to:

  • Form a corporation and take advantage of tax-sheltered investing
  • Use a Capital Dividend Account (CDA) to access capital tax-free
  • Prepare for retirement and the succession of your practice
  • Implement a personalized investment strategy managed on a discretionary basis, so that decisionmaking is timely and efficient

The Harris-Bolduc Process for Professionals

  • STEP 1
    Understand Your Practice

    We meet to discuss your practice, how your assets are currently allocated, and the goals you have for the long term.

  • STEP 2
    Asset Allocation

    We set out a plan for the location and allocation of your assets among registered and non-registered accounts, within your corporation and external to it. We then present your Investment Policy Statement.

  • STEP 3
    Corporation and Wealth Review

    We connect you to other financial specialists to help you plan for succession, protect yourself from liability and manage tax.

  • STEP 4
    Ongoing Relationship

    Communication is consistent and reporting is clear. We meet periodically to review your investments and learn of recent developments in your practice, lifestyle and objectives.

  • STEP 5
    Rebalancing

    Your portfolio is rebalanced, and your asset allocation is reviewed, to account for shifts in the market and changes in your personal needs.

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