Take the next step with Harness
Get a walkthrough with one of our advisors.
Take the next step with Harness
Get a walkthrough with one of our advisors.
Take the next step with Harness
Get a walkthrough with one of our advisors.
Fintech portfolio management with a human touch.
Fintech portfolio management with a human touch.
Fintech portfolio management with a human touch.
At our core, we blend technology and custom investments with holistic personal advice.
At our core, we blend technology and custom investments with holistic personal advice.
At our core, we blend technology and custom investments with holistic personal advice.
$17+ Billion
$17+ Billion
$17+ Billion
Investments & wealth platform assets
10+ years
10+ years
10+ years
Empowering clients to command their financial future
Harness is a portfolio management company owned and operated by Purpose Unlimited, a globally recognized innovative Canadian fintech firm. [Harness is a portfolio management company owned and operated by Purpose Unlimited, a globally recognized innovative Canadian fintech firm.]
Harness is a portfolio management company owned and operated by Purpose Unlimited, a globally recognized innovative Canadian fintech firm. [Harness is a portfolio management company owned and operated by Purpose Unlimited, a globally recognized innovative Canadian fintech firm.]
Harness is a portfolio management company owned and operated by Purpose Unlimited, a globally recognized innovative Canadian fintech firm. [Harness is a portfolio management company owned and operated by Purpose Unlimited, a globally recognized innovative Canadian fintech firm.]
Joining is easy
Joining is easy
1
Portfolio Review
We’ll look at your current investments to evaluate whether you’re satisfied with them.
We’ll look at your current investments to evaluate whether you’re satisfied with them.
2
Asset Transfer
We’ll do all the paperwork to ensure your funds get transferred smoothly from Mawer.
We’ll do all the paperwork to ensure your funds get transferred smoothly from Mawer.
3
Close Accounts
We’ll take care of closing your existing accounts at Mawer so you won't even need to lift a finger.
We’ll take care of closing your existing accounts at Mawer so you won't even need to lift a finger.
Elevate your financial plan.
Elevate your financial plan.
What you get
What you get
What you get
Other firms
Other firms
Other firms
Access to Convenient Technology
Access to Convenient Technology
Money Managed by Professionals
Money Managed by Professionals
A Range of Investment Styles
A Range of Investment Styles
Access to High Quality Liquid Assets
Access to High Quality Liquid Assets
GIC-like Yield on Cash (4.74%)
GIC-like Yield on Cash (4.74%)
Ability to Buy and Hold Single Stocks
Ability to Buy and Hold Single Stocks
Income-for-life Retirement Solutions
Income-for-life Retirement Solutions
Get to know us.
Get to know us.
Get to know us.
Fintech portfolio management with a human touch.
Dan Kent, CIM
Dan Kent, CIM
Portfolio Manager
Portfolio Manager
Edwin Choi, CFA
Edwin Choi, CFA
Portfolio Manager
Portfolio Manager
Get started today.
Get started today.
Get started today.
Book a call to learn how you can feel more on track to achieve your financial goals.
Book a call to learn how you can feel more on track to achieve your financial goals.
Book a call to learn how you can feel more on track to achieve your financial goals.
© Harness Investment Management Inc. 2023 | All rights reserved | Disclosure
inquiries@harnessinvest.ca | +1 647 417 0227 | 128 Yonge Street Suite 300 Toronto, ON M4W 2L8