HarrisJones Advisory creates and implements effective strategies to preserve and transfer the value created by Canadian family business owners. We apply our knowledge of the interplay between tax, financial and insurance legislation to enhance the strength and practicality of succession plans.
Situations are rarely one-dimensional. That’s why HarrisJones Advisory works with accounting, legal and other advisors to identify issues and implement solutions. Harris provides the essential final piece of the puzzle – life insurance that mitigates financial obligations upon death.
Our holistic wealth transfer planning helps clients see the big picture and all its parts, to take advantage of current opportunities and maintain agility going forward.
Providing Canadian family business owners with custom paths to financial security since 1977
Harris began his career as a Chartered Professional Accountant (CPA, CA), working at senior levels in national accounting firms before becoming a partner in a small firm whose focus was small business owners across Canada.
Harris is also accredited in the insurance, financial planning, consulting, trust and estate, and tax professions.