OUR STRATEGY

We take a holistic approach to managing your wealth.

OUR STRATEGY

We take a holistic approach to managing your wealth.

OUR STRATEGY

We take a holistic approach to managing your wealth.

How we are different

Our goal is to forge long-term multi-generational relationships with our clients. We believe investing and financial planning go hand in hand, so we seek to understand your needs and where you are in life. We offer financial planning by the same professionals who are managing your wealth. This not only gives you direct contact with the person handling your money, it allows us to understand changes in your investment needs and gives us a deeper understanding of your financial situation. We are quick to respond and communicate with our clients. And because we take a holistic approach we have collaborated with Lipton LLP and Blaney McMurtry LLP to offer our clients individual tax returns, wills, and powers of attorney.* We will also work alongside your other professionals to understand your financial needs and goals.

Current Performance

(As of April 30, 2024) Harris Douglas
Equity Portfolio
Harris Douglas
Bond Portfolio
Harris Douglas
USD Portfolio
Harris Douglas
Dividend Portfolio
Harris Douglas
Balanced Portfolio
1 Month -1.2% -0.8% -2.7% -2.7% -1.1%
3 Months 3.6% 0.1% 2.2% -0.3% 2.9%
6 Months 13.7% 4.7% 17.3% 11.1% 11.5%
YTD 6.3% -0.0% 3.5% -0.24% 5.0%

Additional performance numbers are available upon request.

Composite includes discretionary fee-paying accounts within each respective mandate

Composite results are time weighted rates of return gross of management fees

Past performance is not necessarily indicative of future performance

*These services are exclusive to clients with at least $500k in investment assets and include annual individual tax return filing and a one-time maximum of $2,000 towards a Will and Powers of Attorney. Harris Douglas reserves the right to modify or terminate the availability of such services without notice.