by harmerwealth | Aug 24, 2026 | Disability & Critical Illness Insurance, Estate Planning, Financial Planning, First-Time Home Buyer, Inheritance, Insurance, Investing, Investment Income, Mortgages, Retirement, Tax Planning
The right financial advisor for Durham Region and Northumberland County is a licensed, fee-transparent planner who lives and works where you do — not a call-centre voice three time zones away. When you’re comparing advisors in Port Hope, Oshawa, Bowmanville, or...
by harmerwealth | Apr 5, 2026 | Financial Planning, Insurance, Life Insurance
Healthcare planning has changed. For many Canadians, the conversation is no longer only about what happens after a diagnosis. It is also about how to access answers sooner, how to connect with leading specialists faster, and how to make more informed healthcare...
by harmerwealth | Dec 3, 2024 | Disability & Critical Illness Insurance, Insurance, Retirement, Uncategorized
Planning for healthcare and long-term care is essential for both you and your parents to ensure financial stability and access to necessary services as you age. With the rising costs of healthcare, proactive measures can significantly alleviate future burdens....
by harmerwealth | Mar 11, 2023 | Disability & Critical Illness Insurance, Financial Planning, Insurance
Life insurance is a crucial component of financial planning that provides a safety net for your loved ones in the event of your unexpected death or illness. It can help pay off outstanding debts, cover funeral expenses, and replace lost income, ensuring that your...
by harmerwealth | Feb 26, 2023 | Financial, Financial Planning, Insurance, Retirement
Managing your finances can be overwhelming, especially if you don’t have a background in finance. That’s where a financial advisor comes in. A financial advisor is a professional who can help you manage your money and plan for your financial future. In...
by harmerwealth | Jun 17, 2019 | Insurance, Investing
A common question I get from my client’s is what to do with inheritance funds. Many think that paying down their mortgage is the best solution. However, with mortgage rates still at historical lows, you could be leaving a lot of money on the table. Have a...
