Harris Investment Coaching

What's an Investment Coach?

An investment coach helps you plan for a better, more secure financial future.

Experience has shown me that people are often very busy with their various responsibilities, and don’t take a bit of time to learn how they can optimize their current situation and investment future.

The same can be true of small organizations.

Optimizing your financial situation is definitely possible, but few seek an experienced coach who can help make it happen. I coach individuals, couples, and organizations, enabling them to fully understand their financial situation, develop appropriate objectives, and formulate a plan to put into action.

Examples of clients and engagements


  • Young adults with long term goals who want to know how to match their investment strategy with their current and ongoing financial situation
  • Retirees with limited investments who want to make their money last as long as possible without taking too much risk
  • Appropriate management of an injury settlement to ensure it lasts as long as possible
  • A religious congregation that received an unexpected, significant donation, and needed to know options for how to treat this legacy gift, and potential regulatory implications
  • Inheritance
Picture of Ted

Ted Harris

Expert Experience

I have over 45 years of experience in the financial services industry, serving as trusted counsel to individuals, startups, public and private corporations, governments, and charitable foundations in Canada and internationally.

I have extensive experience in international business and portfolio management, investment strategies, market research, strategic planning, and product development, including ethical products. I’ve been a director and chair of private and public companies and a director of a Canadian charity for community development and wildlife protection in Kenya.

When appropriate, I work with other professionals whose skills may be required for research and regulatory topics. I can also attend meetings with clients and their advisors to ensure that my clients’ interests are well served.

Testimonials

Fee

I start all client engagements with a free consultation to discuss your situation and what you hope to achieve. At that time I’ll advise you as to what may be required to undertake and complete the coaching process and arrive at a solution. I don't advise what to specifically invest in. I work for a fee, and get no benefit from a client’s investments.

Ongoing Support

You may have questions as you put your plan and new knowledge into practice. For up to 60 days after the project is delivered, I offer a 30 minute pre-booked follow-up conversation at no charge.

From time to time I may send information or data that you may find interesting or useful. This is only to provide information, not make specific recommendations. You may opt out of this service by emailing me.

Contact

For questions, or to book your initial consultation, please email me at
ted@harrisinvestmentcoaching.com