Financial Advisor & Investment Consultant Oshawa

Are you seeking a financial advisor in Oshawa? Harmer Wealth Management is proud to be one of Durham Region’s leading wealth management firms, assisting individuals, families, and businesses in achieving their financial goals with financial planning and wealth management services.

Instead of selling you financial products, Harmer Wealth Management provides a customized experience based on your needs so that you receive the help you deserve. We also continually monitor the market to keep you informed on your funds and opportunities. Contact Harmer Wealth Management for tailored recommendations and tangible solutions for all your wealth management needs.

Financial Planning

A detailed financial plan is one of the foundations for a healthy financial life. Our financial advisors in Oshawa and area will help you with a plan tailored to your financial goals, whether saving for retirement, funding post-secondary education, or starting a business. Once your personal financial plan has been formed, our experienced professionals assist you in implementing strategies that will help you meet your goals.

Investment Management

Careful investment management involves a balance of return and risk. The investment advisors at Harmer Wealth Management will analyze your investment portfolio to ensure that you have the correct asset allocation for your objectives and risk tolerance. By measuring your short- and long-term investment goals against the rate of return, our professional investment advisors can help determine the best portfolio mix, monitor it, and make changes as necessary.

Mortgages

Harmer Wealth Management offers a complete selection of mortgage services for the Oshawa area. When you are looking for your first home or your fifth, our mortgage advisors can guide you through the process and get you the mortgage you need so you can move quickly. When renewing your mortgage, we can guarantee you a rate 90 to 120 days in advance to save you time and money in interest. If you are struggling with debt or need to do a renovation, we can get you the refinancing you need at a reasonable rate.

Real Estate

Are you considering buying a new home in the Oshawa area or selling your current home? The real estate advisors at Harmer Wealth Management offer knowledge based on experience delivered with attention and professionalism. You will receive accurate and up-to-date information tailored to your unique needs, no matter the neighbourhood or price range of your current or desired home.

Insurance

Sufficient insurance coverage is crucial in the development of your financial plan. Harmer Wealth Management offers several types of insurance, including life insurance, critical illness insurance, and disability insurance, that all contribute to providing your loved ones with financial resources in difficult times. Our insurance advisors will help you determine the type of insurance you need and the amount of coverage you require.

Harmer Wealth Management has been serving Oshawa and the surrounding area since 2013 by providing clients with sound advice in a variety of areas. As Durham Region’s leading financial, investment, retirement planning, and consulting firm, we want to help you reach your financial goals. Contact us today to book a consultation and learn more about how we can help you find financial freedom.