Your life is full of choices. Having a trustworthy, experienced advisor to guide your through your important financial decisions and help you develop long-term goals and solutions for your financial and insurance needs makes all the difference in the security of your future.
Clients looking for solid advice and common sense solutions choose Harmony Financial. Harmony Financial meets the financial objectives of its clients by providing the highest level of service and delivering superior investment options and sound advice.
Harmony Financial’s investment process involves customizing each portfolio to the client’s objectives and risk profile. Our one-on-one philosophy means paying more attention to our clients, understanding their goals and recognizing their needs.
With Paul’s designations: Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (CH.F.C) Chartered Insurance Professional (CIP) Fellow Chartered Insurance Professional (FCIP).
Paul’s sensible and holistic approach to planning focuses on helping his clients establish realistic goals. He provides ongoing value by helping develop and monitor all investment and insurance strategies to support those objectives.
Mutual Fund Portfolio Management
Whether you are new to mutual funds and considering the best approach for your investment or a long-time mutual fund owner we believe the advice of an experienced mutual fund manager can help you reach your goals as an investor. Whether you are new to mutual funds and considering the best approach for your investment or a long-time mutual fund owner we believe the advice of an experienced mutual fund manager can help you reach your goals as an investor.
Investment Advice
We live in an age where it is relatively easy to find financial information – it is even easier to quickly become overwhelmed by the mass of real-time information from the financial media and biased investment advice. We live in an age where it is relatively easy to find financial information – it is even easier to quickly become overwhelmed by the mass of real-time information from the financial media and biased investment advice.
Insurance Advice
Paul Crema and Harmony Financial have over 20 years experience in working with many of Canada’s largest insurance providers. As a client of Harmony Financial you can expect only the best insurance solutions to meet your needs. Harmony Financial is not affiliated with any national agencies, which ensures you’re getting the best, unbiased, advice. Insurance Consulting Paul Crema has over 20 years experience in working with many of Canada’s largest insurance providers.