I sought the advice of Harris Jones on the right ownership and compensation strategies and structures for my newly-acquired small business. When my situation changed, Harris and his valuation and tax colleagues recommended adjustments to reflect my new circumstances. The resulting solution continues to minimize taxes and provide life insurance to meet my obligations when they come due. With these objectives met, I can focus on running and growing my business.

I have worked with Harris Jones on several occasions to help meet the complex tax, insurance and succession planning needs of my clients. I was struck each time by the genuine empathy Harris demonstrates for people and their circumstances. This allows him to better appreciate their objectives and provide them the tools to achieve them. My collaborations with Harris have better enabled me to meet my goal of providing exceptional service to my clients.

Often promised but seldom delivered, true 'holistic advice' is what you can expect from Harris Jones. Harris has the skills and knowledge needed to identify tax, estate, insurance and succession law issues. His strategic wealth transfer plans resolve these issues. What's the purpose? To make his clients better-informed decision-makers.

Harris Jones is a pillar and mentor within the tax, trust, estate, financial, business succession and insurance communities in Toronto, Canada … His end goal is simple — to provide wise counsel that leads to financial security for owners of private companies, their successors, their families and their heirs.

Upon the sudden death of my husband of 37 years, I found myself in an unfamiliar and overwhelming financial/legal situation that was extremely challenging for me to navigate. Harris helped me through that stressful and emotional time with competence, diligence and patience. His knowledge and expertise were evident as he found solutions that worked with my best interests in mind. I would highly and confidently recommend Harris Jones.

We were looking for advice and service regarding 'last to die' life insurance to protect our offspring against high Canadian and American tax bills payable upon our deaths. After reviewing our financial and health situations, Harris Jones evaluated the offerings of several insurance companies. The approach he recommended and arranged for differed slightly from our original concept and met our needs. We appreciate Harris' persistence in reaching our desired endpoint.