Our holistic multi-generational approach includes gaining an in-depth understanding of the client and their unique situation to better evaluate their investment and insurance needs. We strive to provide both guidance and education to our clients, clarify their short and long-term objectives, and quantify their goals using comprehensive strategies and ongoing evaluations.
Our clients do not incur any out-of-pocket fees; as we are commissioned based, the companies where we place business provide our compensation. We sincerely believe that we provide much more in the way of service, advice, information, and choice than a bank. We are here to help you achieve your financial goals through financial advice backed by quality service and solutions.
Our clients do not incur any out-of-pocket fees; as we are commissioned based, the companies where we place business provide our compensation. We sincerely believe that we provide much more in the way of service, advice, information, and choice than a bank. We are here to help you achieve your financial goals through financial advice backed by quality service and solutions.
Services
About
Report
Harmony Financial Services is a mother and daughter team of independent financial advisors. Our multi-generational approach allows us to offer exemplary service to meet the needs of our clients at every stage of their lives. Our experience enables us to evaluate multiple solutions to find the best fit for every client.
Services
Report
Whether you're investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Markets are continually changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before.
Resource Centre
Report
Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones. Start earning a high interest rate on all your money with a combined chequing and savings account.
Financial Solutions
Report
You likely have several financial planning pieces in place-you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces were developed independently and at different times in your life.
Insurance Solutions
Report
Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. Whether you want help covering final expenses or building a legacy, you can protect your family or business with term or permanent insurance. Helping protect your family means safeguarding the life you lead and the people you love, should something happen to you.
Reviews
Be the first to review Harmony Financial Services.
Write a Review
