WHOSE INTERESTS ARE DRIVING
YOUR PORTFOLIO?

Independent, fiduciary advice means that your best interests are our only interests.

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THE ADVANTAGES OF
INDEPENDENT ADVICE

Experience cost-effective investing through a fee-based approach.

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WHAT’S THE BEST WAY TO GROW YOUR
WEALTH FOR RETIREMENT?

Let’s talk about how best to allocate your wealth.

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BUSINESS OWNERS REQUIRE
DIVERSIFICATION.

Find out how we help owners offset risk and grow their wealth efficiently.

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At Harris Bolduc, our mission is to offer an independent, transparent and personalized service that suits your needs, always with your best interest in mind.

Why people come to us

For our independence, for more transparency, for our objectivity, for the service we offer, and because ultimately, they get returns.

INDEPENDENCE

Investors today have an overwhelming number of options for advice, but when you look more closely, so few of them are actually set up to serve your needs objectively. We believe the only place to start is an independent platform — this allows us to use our 30 years of portfolio management experience to help meet each clients’ unique needs.

Philippe Harris - President and Portfolio Manager

What You Get with Harris, Bolduc & Associates

These are the features and attributes that make us different from what you’ll find elsewhere.

What You Get to Avoid

TRANSPARENCY

How do you know what advice is really in your best interest?

When you work with experts, you should have a clear picture of how it all works to your benefit - but this picture can be compromised by all the incentives and layered fees that are inherent in so many forms of wealth advice.

We chose to form an independent practice so that we could dedicate our expertise exclusively to the needs of our clients, through a simple, fee-based service. With over 30 years of portfolio management experience, we work with each client to craft an asset allocation and investment strategy that suits their personal needs.

Working with us means that you can invest through a transparent platform, delivered with a fiduciary commitment to your interests.

OBJECTIVITY

We always begin with these questions:

  1. How much are you currently paying in fees, and what can be done to lower that number?

    Because of the complex nature of many types of investments and services, it can be challenging to identify exactly how much you’re paying to invest. That’s why we begin with a complimentary review of your current portfolio, and a cost-benefit analysis of the growth you’re seeing versus the trailer fees, commissions and other hidden costs. As independent Portfolio Managers, the fee for our service is fully transparent, and based on a percentage of total assets invested.

  2. Are the returns you’re currently getting in line with what the best are doing?

    We have your best interest in mind. Our objectivity is such that we will tell you if your current strategies are suitable and if not, why.

WORK WITH A HIGHLY EXPERIENCED AND ACCREDITED TEAM.

With multi-decade backgrounds in accounting, business ownership and market analysis, our team is able to provide deep insight that goes even beyond our investment expertise.

Your money is working overtime, and so are we. When you call, we answer because we care. You are more than just a number, and we provide more that just promises; we deliver.

RETURNS

See what our Momentum strategies can do with $100,000.

Our approach is to pursue an investment strategy that is focused on real growth for our clients’ wealth over the long term.

This chart illustrates the value of $100,000 invested in our TSX Momentum strategy over time.

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