Harry Sale

Harry Sale,

CIM, QAFP Financial Advisor

I'm Harry Sale, a Financial Advisor at Raymond James Ltd. in the heart of Toronto. I'm on a mission to revolutionize wealth management for business owners, incorporated professionals, and families
Why partner with me?

  • Expert Credentials: As a Chartered Investment Manager (CIM) and Qualified Associate Financial Planner (QAFP), I bring a powerful blend of expertise to the table.
  • Tailored Strategies: Your financial journey is unique. That's why I craft bespoke solutions that align perfectly with your goals and lifestyle.
  • Innovation Meets Experience: With over a decade in wealth management, I combine data-driven approaches with professional financial planning methods to maximize your financial potential.

 

What sets me apart?

  • Holistic Approach: We don't just manage investments; we optimize your entire financial ecosystem with a focus on businesses and families.
  • Family-Focused: From education savings to legacy planning, we've got your family's future covered.
  • Business Savvy: We are experts in the unique challenges facing business owners. We're here to help you thrive.
  • Proactive Communication: No more financial jargon or radio silence. Expect clear, timely updates that keep you in the loop.
  • Team of Specialists: Access a dream team of experts in tax planning, estate services, insurance, and cross-border advisory.

 

Ready to take the next step?
Let's chat! Whether you're looking to scale your business, secure your family's future, or both, I'm here to guide you toward financial success. Reach out today to schedule a no-pressure consultation.

A bit about me:

  • Living in Downtown Toronto with my Wife Laura and our golden doodle Chadwick.
  • CIM and QAFP professional designations.
  • Community champion: Currently fundraising for the St. Mikes Young Leaders group of St. Michaels Hospital Foundation.
  • Adrenaline junkie and sports enthusiast: You'll find me on the rink, course, court, race track, or ski slopes.