First Vice-President, Portfolio Manager
FCSI, CIM, B.Comm.more
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999
Harty Investment Group
Our goal is to make sure that our clients receive the utmost in investment management and service.
We believe that our clients hire us to ensure their investments are invested wisely within the confines of their tolerance for risk. While rate of return is important, this objective is superseded by our clients need to preserve their capital.
As a licensed Portfolio Manager, Kerry has the privilege of making investment choices for clients on a discretionary basis. To manage this process, Kerry spends time with each client to determine his or her unique investment objectives. During this process, Kerry will discuss investment objectives, tolerance for risk, time horizon, quality standards, tax implications, and the need for income. This leads to an Investment Policy Statement that clearly outlines each client's unique investment needs.
Our commitment to clients is to ensure all of their financial needs are looked after. We have access to professionals who can assist our clients with questions they may have about taxes, estate planning, insurance, wills and financial planning. We will make the necessary introduction and work with you throughout the process until a solution is achieved.