Kawartha Lakes Financial Planning & Management
Our comprehensive wealth management solutions in Kawartha Lakes cater to your unique financial objectives. From investment strategies to wealth preservation, we ensure your financial portfolio is robust and responsive to market dynamics.
Specializing in retirement planning, we provide Kawartha Lakes residents with customized plans to secure a stable retirement income, ensuring a comfortable and financially secure post-retirement life.
Expert mortgage advice to help Kawartha Lakes residents navigate the complexities of home financing, finding solutions that align with your financial goals.
Real Estate Services
Our real estate agent services in Kawartha Lakes offer insights into local property markets, aiding in informed decisions for buying, selling, or investing in real estate.
Retirement Advice and Management
The Financial Advisors at Harmer Wealth deliver expert financial guidance tailored to the unique needs of Kawartha Lakes residents. This service emphasizes creating a secure and prosperous retirement by integrating strategic financial planning, tax management, and practical advice. Harmer Wealth Management focuses on ensuring that the residents of Kawartha Lakes have a clear, confident path to retirement, with solutions that address their specific financial goals and circumstances.
Retirement Income Planning
Harmer Wealth Management employs the innovative Paycheque Portfolio approach for retirement income planning. This strategy, unique from the traditional grow-and-sell method, focuses on generating consistent income from portfolio returns, resembling a regular paycheque. Especially beneficial during market fluctuations, it reduces the need to sell investments at lower values. Harmer Wealth Management’s approach in Kawartha Lakes offers a sustainable retirement income strategy, providing peace of mind and understanding in financial planning.
of pre-retirees plan to retire later than expected to meet income or savings needs to pay for basic expenses.
Our Mission Is to Build the Foundation of a Secure Future