Harry has been in and around Finance his entire life and seen all stages, all markets, and its overall growth basically since birth. He has worked for a team who managed over 500 million in assets, personally trained teams who collectively manage over 10 billion in assets, and worked alongside upper management for the largest Wealth Management firm in Canada. This extremely unique perspective allows him to know what goes into delivering Financial Advice on the largest of scales, while still understanding the smallest of details. From what the client needs, to what the Advisor needs, to what the company needs.
Harry's greatest passion is to bring the highest levels of Financial Advice down to the average person, which uncoincidentally is the goal of Planswell.