B.Comm., CIM, FCSI, CFPmore
Toll Free: (800) 661-0243
Fax: (905) 576-2919
Lon Harnish brings over 25 years of investment experience to assist his clients in achieving their financial goals and objectives.
He obtained a Bachelor of Commerce degree from Saint Mary's University in Halifax, Nova Scotia. He is a former bank manager and spent 15 years with a leading Trust company. During that time he assisted his clients in their invesment, retirement, estate planning and credit needs. He has dealt with a wide range of clients including many who took early retirement. Mr Harnish has been an investment advisor for over 10 years. He continues to use his experience and knowledge to successfully assist his clients in the areas of retirement, investment and financial planning.
In addition to his business experience, Lon has numerous professional designations including the Certified Financial Planner and Certified Investment Manager designations. In addition, he is a Fellow of the Canadian Securities Institute. He also has his level 2 insurance license. Lon is required to complete a minimum of 30 hours per year of continuous learning as part of his professional commitment. The "FCSI" designation is recognized as the most prestigious designation in the industry.
Mr. Harnish is a resident of Oshawa and is married with two children. He is involved in numerous community and civic organizations. Lon is a director in The Rotary Club of Ajax. (over 24 years). He is a council member of Durham Red Cross. (over 20 years) and a volunteer in local youth sports. Lon received The Queen's Jubilee medal and The Paul Harris award for his volunteer work.
Lon's background, education and training allow him to offer a full range of services and solutions including fixed income investments, equities, retirement and estate services, individual portfolio planning and the building of wealth over the long term.