Jesse Harris
Executive Consultant, Private Wealth Management at Ig Wealth Management
Based in Victoria, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Victoria
Industry
Financial Services
Company size
6.3K
Contact information
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j•••••••@ig.ca
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Background
About Jesse Harris
My team and I provide comprehensive advice through private practice. We focus on clients with more complexities to their financial lives within in the pre-retiree market, professional corporations, business owners, and military families. We follow a non-evasive process that allows people to discuss what their financial hopes and dreams are, or what their concerns are. We then look at a snap shot of what their financial picture is. After collecting all the information we put together a set of recommendations and present a living plan which becomes live on a clients online portal. Our living plan is a live representation to the current path to our financial hopes and dreams, and allows us to track progress along the way. In 2013 I was married to my lovely wife Cindy, we have one child, Jacob, one on the way, and we have three lovely furry children, Sally, Carly, and Gizmo.
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