Wealth Harvest Group Inc.
880 Lady Ellen Place, Ottawa, ON
(12)
880 Lady Ellen Place, Ottawa, ON
(12)
We are dedicated to providing investment solutions and strategic financial planning for our clients to help them minimize tax and maximize wealth. Simply put, we strive to be our client's trusted advisor.
Our "Advisory Collective", has formed a three way partnership of financial professionals that has expertise in investments, insurance, group benefits and pension plans.
12 customer reviews
Cornwall Glass
We have been a customer of Wealth Harvest Group for several years and have never been disappointed with their knowledge, dedication, service, guidance and advice. Caroline and Fred are an amazing team that definitely care and go the extra mile for their clients. More...
Scantland
I find them professional, well in control of the information on the market. They have my portfolio organized to my need’s.
Always had a kick response from them and fallow up on any query’s.
I refer them as a 5 star group.
More...
Francois Houle
The nice people at Wealth Harvest Group have helped my partner and I grow our financial assets beyond our expectations, by focusing on long term planning, diversification of our portfolio and sensibly thinking outside the box when necessary.
Pierre
As a business owner who was looking to sell and retire, Fred came to me through a referral from a close friend. He sat down with me and in the span of 10 minutes, I knew he was the one to help me minimize tax and mitigate risk on my future investments. He asked me very precise questions that helped him identify what it was that I needed. Here we are 9 years later and the financial plan he put in place has not only stood the test in time but has surpassed his projections that at the time I felt were pushing the limits. I have recommended Fred and his team to friends and family and know that they are all completely satisfied. More...
Jean-Luc Malherbe
A very pleasant experience with a team of competent and experienced financial advisors ready to give expert advice to answer their client's needs.
Ronald
Je recommande hautement Fred et son équipe. J'ai transéféré mes fonds il y a une dizaine d'années et je suis plus que satisfait des résultats. Fred est en communication constante avec nous et il répond attentivement à toutes nos questions. Mon seul regret est de ne l'avoir connu il y a quinze ans. Il nous donne un excellent service dans la langue de notre choix. More...
Frank cheff
I highly recommend that firm and especially fred and his group.
Karen
Always friendly, helpful and knowledgeable advice. A pleasure to deal with this group.
Stephanie
I’ve had a great experience working with Fred Jr. over the last few years. His approach is personalized, he takes the time to answer my questions and provides different options and is very responsive. I highly recommend his services!
Jay Fabbro
Fred is great - super friendly and communication is fast and efficient. Plus he’s always available to answer all my questions when I have them. Exactly what you’d want in a financial advisor. Highly recommended! More...
Peter
Working with Wealth Harvest Group was a no brainer. They have amazing staff and always look out for the clients best interests.
Would highly recommend to anyone in need of financial planning.
More...
Gabriela
The professionals at Wealth Harvest Group are kind, knowledgeable and experienced. They are hard working and genuine people.
I would very much recommend Wealth Harvest Group.
More...
What do you love most about your job?
How we make a significant difference in our clients lives.
What inspired you to start your own business?
The challenge to build something from nothing and be successful at it.
Why should our clients choose you?
Because we care and want what is best for everyone that we talk to. We believe a financial plan should not be measured on its performance in good times but on its resiliency in bad times.
Can you provide your services online or remotely? If so, please add details.
We provide our services in-person & online using teams, zoom or telephone. Our collective is licensed to operate in the provinces of Ontario and Quebec.
What changes have you made to keep your customers safe from Covid-19?
We have structured our company to be able to have our clients access us via telephone (text), email, website and video calls. We follow all provincial and or federal COVID mandated guidelines at time of implementation and encourage the use of masks at everyone’s personal discretion.
Retirement/Investments
You’re retired or are considering it.
Many thoughts may be rolling around your head; pension, RRSP, TFSA, cottage, travel, grand kids and so much more.
But, those nagging questions linger:
Will I have enough?
Will they have enough? What will be my legacy? And, of course, there are taxes.
I think I need advice.
We listen, we care, we advise. Let’s talk.
Business Owners
You’ve borrowed from the banks.
You drive in the dark to get to work; you drive in the dark to get back home.
The endless sacrifices you and your family have made.
But you made it, you’re successful!
Both you - and the government - know this based on your tax returns.
What can you do to minimize your taxes?
Talk with us.
Corporate Executives
You have burnt the midnight oil; worked evenings and weekends.
Confronted and met most deadlines.
You have accumulated more frequent travel miles than you care about.
You have sacrificed time with your kids, family, and friends, all for the good of the company.
Your phone always by your side, even during family vacations.
Your hard work and dedication has paid off - you have climbed the corporate ladder.
You are successful: a large salary, great pension and year-end bonus.
But, how much do you get to keep? How much goes to tax?
We have solutions, let's talk.
Professionals
You have paid off your student loans.
Those articling / residency years were long.
The countless hours to become a recognized and respected expert in your profession.
Your partner helped support you, paid many of the bills and did more than their share of raising the kids.
Finally, you're enjoying the rewards of making money, life is good. But, what if illness, injury or even death strikes?
What happens to you, your family, your income?
We can help. Let’s talk about managing some of this risk.
Group Benefits
Let’s face it. Group Benefits can be complicated.
At WHG, we like to keep it simple.
Our family run advisory has been structured with the highest level of experience & integrity, working in partnership with Canada’s most prominent group carriers.
Providing sound advice, smart concepts & sensible strategies can offer you and your team peace of mind. Keeping your company’s healthcare plan at the top of our priorities is our focus. Aligning your group benefit plan with a carrier that fits your needs while having a strong advisory supporting you is key.
Our promise is to be front & center when you & your team need us the most.
Protection, retention, reward & appreciation for those that have helped you and your business.
Let us see how we can make our family team apart of your team today!
We have access to products from the following companies & more:
Canada Life
Desjardins
Foresters Financial
Canada Protection Plan
Equitable Life of Canada
The Great-West Life
Humania Assurance
Manulife
Sun Life Financial
RBC
