We want to learn about every important element of your financial future. Your goals, dreams, and biggest concerns. Whether that's optimizing a business, retiring early, or asset management. In our discovery meeting, which can be done virtually or out of our office in beautiful Victoria, British Columbia—we will do just that as well as ask you questions to gain clarity surrounding your current finances. And lastly, we'll share more of who we are, what we do and how we do it!
Our team then creates your personalized IG Living Plan. Sharing our recommendations as well as visual 'what if' scenarios to explain how actions you take now may affect your long-term financial plan when implemented. Our highly detailed planning experience encompasses all aspects of your financial future. Cash flow management, income and asset protection, investments, retirement planning, estate planning and more.
Upon deciding to enter a two-way partnership, our team will take you through an onboarding process, bringing you into our practice as a new client.
We take client services very seriously. Our new clients will experience frequent communications in the early stages then structured milestone meetings over the course of the first two years. Future meetings are then structured uniquely to each of our clients' planning needs. We will continue to be an available resource for you when facing various life events and changes; making sure you stay connected with important industry information such as changes in tax laws and federal budget.
Jesse Harris didn’t take the conventional route to financial planning, but his path has been shaped by real-world experience, curiosity, and a deep desire to help people feel more confident about their money.
In this short video, you’ll hear how Jesse built Harris Group Private Wealth Management from the ground up, what drives his approach, and why his team focuses on relationships, not transactions.
From business school to client strategy meetings to hockey practice with his kids—Jesse brings his full self to the work he does.
If you’re ready to take the next step, we look forward to meeting you.
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