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Harper Price

Financial Security AdvisorHarper Price Insurance & Financial Strategies Inc.Toronto, Ontario

I'm passionate about life insurance products so you don't have to be! I am looking for friendly, responsible people who are serious about their money. You make it. I'll show you the best place to put it so that you won't lose it and so you can grow it prudently. I am experienced with advanced cases of high-premium tax-advantaged permanent life insurance structures. I am also happy to help with term life, disability insurance, critical illness insurance, etc. Every client who works with me will be offered a free review of the most common areas where families are losing money unknowingly and unnecessarily.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Education & Fluency Planning Tax Planning Insurance Planning Legacy & Philanthropic Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CHS™ EPC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Guaranteed Investment Certificate (GIC) Segregated Fund
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