Client services

Other services

We’ve seen it all.

Our client base crosses industries, geographies, and stages of development. When it comes to financing and tax, there isn’t too much we haven’t advised on, or where we can’t offer a perspective. If you are facing any issue that requires specialist support, the chances are that we can help and/or refer you to someone else who can.

Some specialist areas we’ve assisted clients with include:

Estate planning

Leaving a legacy.

Handing over the keys to the family business, setting up a trust for your family or a charity, or simply looking to protect your hard-won wealth through retirement: whatever your goals, ensuring a smooth transition from one generation is a difficult task. You need to keep the big picture in mind while handling the stressful reality of the present.

Luckily, you don’t have to do it alone. Harris & Partners professionals have worked with countless business owners and families to give them peace of mind. Acquiring wealth is hard enough without losing it to the taxman, or creating needless stress for loved ones.

We’ll make sure that your wishes and goals are kept to, regardless of what the future may bring. This could be for:

  • Estate and trust planning
  • Business succession planning
  • Family partnerships
  • Charitable trusts
  • Insurance evaluation

Personal Debt Management

Get back on track.

It’s not uncommon to experience temporary financial difficulties. With personal debt in Canada at a record high, we are familiar with how to guide individuals out of debt. All you need is a strategy, and potentially some help in implementing it. Whether it is orderly debt retirement or personal bankruptcy, we’ll help you assess the options open to you.