Chad Harmer

PFP, RIS, CIM, FCSI

Mutual fund representative 1

Insurance representative

Financial Planner

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I am an experienced and values-driven Financial Planner with over 15 years of experience in the financial services industry. My passion for helping clients achieve their financial goals is what drives me. I believe that my role as a financial planner is to guide and support clients as they navigate the complex world of personal finance, enabling them to make informed decisions that lead to financial success and security. I am a proud graduate of Harvard University, where I studied Finance, Economics and Psychology. In addition, I have earned several prestigious designations in the financial industry, which reflect my commitment to professional development and expertise. I am proud to hold the Chartered Investment Manager (CIM) as well as the Personal Financial Planner (PFP) and Fellow of the Canadian Securities Institute (FCSI) designations. These certifications demonstrate my dedication to providing my clients with the highest level of financial advice and service. Contact meeast

About my team

Alisha Reid is a valued member of the Harmer Wealth team, serving as a Financial Advisor. Alisha brings 7 years of experience in financial services and holds a Finance degree with a minor in Human Resources from the University of Ontario Institute of Technology. Our team works closely together, leveraging each member's unique skills and expertise to ensure that our clients receive the most efficient and responsive service possible. Alisha's contributions to our team help us to consistently deliver exceptional financial advice and support, enabling our clients to achieve their financial goals with confidence.

Alisha Reid

Financial Advisor

Telephone

905-809-8283 Send a messageeast

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

Latest videos and podcasts

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1 With Investia Financial Services Inc.