Place Category: Mid-WesternPlace Tags: Cash crop, Dairy, Disability insurance, Financial planning, Greenhouse, Health insurance, Hogs, Life insurance, Poultry, Succession Planning, Tax minimization strategies, and Wealth management
Portfolio Manager/ Insurance Advisor
Green Private Wealth Counsel
David Harris is a Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) certified by the Financial Planning Standards Council (FPSC). David grew up in Embro, Ontario and lived in Alberta for 10 years holding management positions in the hotel industry. David began his financial services career in 1999 as a life insurance broker. He earned his mutual fund license in 2001 and his CFP in 2006. He became an investment advisor in 2012 and earned his CIM designation in 2014.
David is active in the community as a member and past president of the Rotary Club of Woodstock and Chair of the annual Woodstock Rotary Dragon Boat Festival. His wife Debra is from Nova Scotia and they have two daughters that share their love of travel, skiing and being near the water.
David has a passion for helping people achieve financial security through financial planning, prudent investing and risk management.
Our clients experience the piece of mind that comes from having a professionally developed financial plan. We guide clients to their goals using the Wealth Evolution Solution process to effectively review, assess and solve clients’ investment, insurance, tax and estate problems. As a fee-based advisory firm, we use a Relative Strength investment process to grow and protect our clients’ wealth. We can help young farmers find the right insurance products when their business is young. For mature and transitioning farms, we specialize in wealth management to protect surplus income or the proceeds from the sale of the farm
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