Welcome to Jesse Harris Private Wealth Management
We focus on helping clients in British Columbia, Alberta & Ontario preserve, grow and make the most of their wealth. Located in beautiful Victoria, British Columbia, we specialize in investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
I have been with IG for over a decade and have always been treated as a valued client. Jesse and his team took the time to liaise with me via client calls and virtual meetings to ensure my investments reflected my future goals and changing life circumstances. The team built trust and returned with results. For this reason, I recommended them to my wife who also became a client. IG established a relationship with us as a couple ensuring that our financial plan reflected our goals as a partnership. We regularly meet to see how our current financial plan is progressing, and if we need access to our investments we receive same day response. Jesse and his team always take the time to explain the options open to me and their respective pros and cons. The team is knowledgeable about products and transparent in their work, even going so far as to suggest ways to maximize rewards programs. I would, and have, recommended IG and Jesse Harris specifically to my friends and family. Jesse and IG have proven to be reliable, trustworthy and genuinely invested in ensuring their clients' future financial success. I could not do alone what they have done for me over the years and I am very thankful for the peace of mind they supply.
- SC, Police Officer
Jesse Harris’s team took me on as an IG client seven years ago, just at the point when I’d falsely concluded that my financial future would be one of very limited horizons. Instead, by showing me how their wise management of the assets I’d amassed over my decades-long career as a writer and editor would allow me to realize the lion’s share of my goals and aspirations, they permanently dispelled the clouds. With their support, my portfolio has continued to grow despite the challenges posed by periodic, sometimes cataclysmic downturns, including the pandemic. I was able to retire from contract editorial work in 2022 with a financial plan flexible enough to deal with the ups and downs of world events and the economy, one that will sustain me for the rest of my life, and, to my amazement, even allow me 'to live a little.' Who knew.
- JB, Retired Editor
We have been clients of IG with Jesse and his team for almost 10 years. Jesse took the time to meet with us around the kitchen table and through virtual meetings to answer all our questions and strategize options to help us meet our life goals. The team has worked diligently to fine-tune our retirement goals, always attentive to the changes in our circumstances. As we work our way toward retirement, we are extremely happy with the personal attention and responsiveness of Jesse’s team. They provide us with the confidence and knowledge that our financial future is secure and managed with great attention and care toward our specific needs.
- CH & SH, Retired Canadian Armed Forces Officers
Jesse and his very dedicated team have been working with us for just over two years now and we are very happy with their service in all respects. They are excellent communicators, listen to our financial priorities and provide advice, products and services to meet our needs. They are very responsive to our inquiries and work hard to ensure we get exactly what we want out of each interaction. I feel confident in their ability to grow our wealth and to help our family have a stable financial future.
- MH, Canadian Armed Forces Physicians Assistant & AC, RCMP Officer
My wife and I have been investing individually since we were young. In 2019 we decided we wanted a change from our individual advisors and combined our assets through the Jesse Harris team with IG Wealth Management. This was one of the best decisions we have ever made as we have seen a steady increase across our portfolio. Wish we had done it years sooner.
- KV, RCMP Officer & SV Canadian Armed Forces Officer
Jesse and his team are excellent at what they do. From the initial meeting, they worked hard to figure out my ambitions and lifestyle in a comfortable and supportive setting, helping me set out a roadmap on how to achieve my goals at each stage. As a small business owner and parent to two young children, this has been essential in giving me confidence that my kids and I will have a secure future and a retirement I can look forward to!
– CB, Veterinarian & Clinic Owner