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Listing Details |
The Harper Wealth Management Group, RBC Dominion Securities
Backed by over 150 Years of Professional Wealth Management, the Harper Wealth Management Group is committed to providing comprehensive financial planning, expert portfolio management and exceptional client service.The team is led by Andy Harper. Andy brings a wealth of knowledge and experience to his position as an Investment Advisor for clients across Ontario. With over 20 years of experience in the financial services industry, Andy has gained the respect of his clients by providing them with sound, reliable investment advice.Andy earned a B.A. in Economics from the University of Western Ontario. Committed to ongoing professional development, he subsequently completed the Canadian Securities Course, Canadian Investment Finance Course, Professional Financial Planning Course and Life, Accident & Sickness Insurances licenses (LLQP). Recently he added to his professional qualifications with two important designations: FMA (Financial Management Advisor) and FCSI (Fellow of the Canadian Securities Institute).Heather LeBar is the Financial Planner for the Group. With over 10 years of experience in the industry, Heather has successfully completed the Canadian Securities Course, the Conduct and Practices Handbook, the Derivatives Fundamentals Course, the Life, Accident & Sickness insurance licenses (LLQP), the Professional Financial Planning Course and Wealth Management Techniques. She recently earned the Financial Management Advisor designation (FMA) as well as the FCSI (Fellow of the Canadian Securities Institute) and has written the Certified Financial Planner (CFP) exam. Heather's role is to develop comprehensive financial plans for our clients as a means to enhancing the holistic wealth management approach of the team.Krista Quigley brings a professional attitude and her outgoing personality to the team. With her extensive financial background in banking and administration she is well equipped to manage Andy's busy pratice.
42 Wyndham Street North, 3rd Floor
Guelph N1H 4E6
Ontario
Heather LeBar
519-822-2031
519-822-1982
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