Our holistic multi-generational approach includes gaining an in-depth understanding of the client and their unique situation to better evaluate their investment and insurance needs. We strive to provide both guidance and education to our clients, clarify their short and long-term objectives, and quantify their goals using comprehensive strategies and ongoing evaluations.
Our clients do not incur any out-of-pocket fees; as we are commissioned based, the companies where we place business provide our compensation. We sincerely believe that we provide much more in the way of service, advice, information, and choice than a bank. We are here to help you achieve your financial goals through financial advice backed by quality service and solutions.
Our clients do not incur any out-of-pocket fees; as we are commissioned based, the companies where we place business provide our compensation. We sincerely believe that we provide much more in the way of service, advice, information, and choice than a bank. We are here to help you achieve your financial goals through financial advice backed by quality service and solutions.
Services
Harmony Financial Services is a mother and daughter team of independent financial advisors. Our multi-generational approach allows us to offer exemplary service to meet the needs of our clients at every stage of their lives. Our experience enables us to evaluate multiple solutions to find the best fit for every client.
Whether you're investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Markets are continually changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before.
Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones. Start earning a high interest rate on all your money with a combined chequing and savings account.
You likely have several financial planning pieces in place-you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces were developed independently and at different times in your life.
Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. Whether you want help covering final expenses or building a legacy, you can protect your family or business with term or permanent insurance. Helping protect your family means safeguarding the life you lead and the people you love, should something happen to you.
Reviews (6)
Jeremy Peters
Sep 11, 2021
Report
Lei Ren has been taking care of my business's life insurance and group benefit needs for almost 10 years. There's nobody that I would trust more, due to his consistently high level of execution, sound advice, and genuine desire to help. I highly recommend Harmony Financial for all of your insurance and financial planning needs!
Lee Bushell
Jul 29, 2021
Report
My spouse and I have known Devon for many years. We were very happy to move our retirement assets over to him. He is friendly, professional, and extremely knowledgeable and attentive to our financial needs. He makes financial planning fun with his great sense of humour. We would not hesitate to recommend him to our family and friends.
Luigi Imbrogno
Jun 25, 2021
Report
I am so thankful for all the services provided to me by my financial advisor Eddie. Everything from savings to purchasing my first home he has been there every step of the way and he's been pivotal in getting me more than just financially stable but financially thriving. I am so glad I made that first step and got set up with a financial advisor. I would recommend Eddie and Harmony to anyone that asked me.
Chloe Kreitz
Jun 16, 2021
Report
Kraig Hillis
Jun 11, 2021
Report
Brian Kreitz
Jun 10, 2021
Report
Eddie from Harmony Financial Solutions Inc. is the professional that we were looking for. Being a Certified Financial Planner, he has done it all for us. Eddie and Harmony created a lifestyle plan for us, incorporating life insurance, critical illness and investments.
He and his team provided a sound plan to guide us through early retirement and showed us what the picture would look like now and in the future.
I have highly recommended Eddie and Harmony to others and will continue to do so in the future.
The detail put into the planning for us, and knowing that he is one phone call/text/email
He and his team provided a sound plan to guide us through early retirement and showed us what the picture would look like now and in the future.
I have highly recommended Eddie and Harmony to others and will continue to do so in the future.
The detail put into the planning for us, and knowing that he is one phone call/text/email
