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Estate Planning & Wealth Management

It doesn't matter how large your returns are if your net worth is going down. And it doesn't matter how much your net worth is going up if you're not actually enjoying life as you live it. Our unique, client-first methodology is a comprehensive approach addressing every single aspect of your financial journey.

Get in touch with us at info@harryjamesgroup.com or click the button below to book a meeting.

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Estate Planning in Canada

Estate planning has become a very confusing topic for Canadians for numerous reasons. Number one, unlike law or medicine there is no standard designation, code of conduct or accepted clinical approach to the analysis of one's financial's health. Therefore, unfortunately confusion, contradictions and anxiety are often associated with the financial planning process. Further the fact that many "advisors" are on straight commission brings into the question the objectivity of any given advice. We aren't saying there is anything wrong with commission or with an advisor making a living but it clearly is a factor to consider. In other words, if a transaction has to take place in order for someone to get paid, right or wrong the advisor's motives come into question.

HJ Group has been recognized as a pioneer in developing a clinical, objective approach to estate planning that has been recognized and adopted by top firms across the country. Our unique approach along with our advice for real life philosophy has helped thousands of clients thoroughly enjoy today while being well prepared for tomorrow.

Schedule a meeting to learn more.

Get in touch with us at info@harryjamesgroup.com or click the button below to book a meeting.

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Testimonials from our clients

What Our Clients Say

"HJ Group provides us with effective, professional, and comprehensive benefits administration. They go above and beyond to ensure we maximize our benefits potential, and understand all aspects of our benefits package. Their benefits reports are detailed, and straightforward to comprehend. We are truly grateful for their support."

Maria Barcelos - Executive Director - The Gatehouse

From our Blog

I've been doing a lot of reflecting recently, or maybe meditating is a better word. It's nothing new for me really. I like to set goals on a regular basis and in the process, I’m usually looking at where I have been, where I am now and the biggest challenge of all, where do I want to go from here?

I've been talking about writing for quite some time now so I decided to take my own advice and execute. It occurred to me, although not an award winning observation I'm sure, that our society needs less information and more action...

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