portrait of Donald R Harris

Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Estate and legacy strategies

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Curling
  • Scuba Diving

Team Members

  • Robyn Braybrook-Gard
    Client Experience Specialist
  • Julie Luffman
    Client Experience Specialist

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Setting your path

We use an established process to help you reach your goals.

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