Get Your Free Portfolio Review HOW MUCH DO YOU KNOW ABOUT YOUR INVESTMENTS?
"Would it capture the full upside of a bull market?"
"Would it be protected from a bear market?"
These are questions every investor should have answers to. Howe Harrell & Associates’ free portfolio review service will answer these questions. Howe Harrell & Associates has over 50 years of combined experience assisting Canadians with their investments. Here are a few examples of portfolio reviews that helped people just like you:
- We recently lowered a client’s fees by 100 basis points while providing the same investments and better service than the client was previously receiving.
- We recently structured a clients’ portfolio to tax deduct his investment fees which his previous advisor did not advise him to do.
Howe Harrell & Associates is a boutique investment and financials services firm based out of Winnipeg, Manitoba. We have been featured as a Top 50 Advisor in Canada two years running by Wealth Professional Magazine, Life Members of Million Dollar Round Table, active members of ADVOCIS (Financial Advisors Association of Manitoba) and active members within the Winnipeg community.
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One of our advisors will contact you within 48 hours to let you know if your portfolio is the best it can be. Zero obligation. Zero down-side.
Portfolio Review Form
18 years of experience
41 years of experience