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Over 25 years of helping you 

meet your goals

Meet the team

What is the value of financial planning? 

According to a study commissioned by the Financial Planning Standards Council (FPSC) 1,
Canadians who work with a financial planner to create a comprehensive financial plan enjoy the following benefits:

  • More on track with their financial goals and retirement plans 
  • Have improved their ability to save in the past five years
  • More confident that they can deal with financial challenges in life
  • Better able to indulge in their discretionary spending goals

1 http://www.fpsc.ca/value-financial-planning

About us

Kyle Harris Photo

Kyle Harris

Senior Investment Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

 

Kyle started in the financial planning industry in 1996 and has over 20 years of experience working in the banking and credit union environment as an Investment advisor. He provides investment advice to his clients focusing in the areas of long term financial planning and risk management planning.

Prior to being an investment advisor, Kyle lived and schooled in Israel, UK and Canada and played college soccer and tennis in California. Kyle lives in the Tri-cities with his wife and 3 children.

Degrees and Designations

  • Certified Financial Planner (CFP)

Other Education

  • Canadian Securities Course (CSC)
  • Professional Financial Planning Course (PFPC)
  • Conduct and Practices Handbook (CPH)
  • Wealth Management Essentials Course (WME)

Industry Associations

Kyle is a member in good standing of the following professional organizations and adheres to their respective codes of ethics and standards of conduct.

  • FP Canada
  • Insurance Council of BC
  • Advocis - The Financial Advisors Association of Canada
Sandra Harris Photo

Sandra Harris

associate, Manulife Wealth Inc.

 

Sandra returned to the financial services industry after working in public practice accounting for several years. She worked for 5 years as an executive assistant for an independent investment advisor prior to leaving the industry to raise her family.

Sandra lives in the Tri-Cities with her husband and 3 children. When she isn’t busy with work, family, volunteer work and school, Sandra loves to travel with her family and is an avid reader.

Our Services

Investments

For every stage of your life, whether you are just starting to save, saving for your retirement or enjoying your retirement, we can help you meet your financial goals.

Products and services include:

  • Stocks
  • Bonds
  • New issues
  • Fee-based wrap program
  • Mutual funds
  • Self-directed plans
  • Masters Private Account Program
  • Group RRSPs
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Money products: daily interest, GICs, RRSPs, RESPS, RRIFs, TFSAs and LIFs
  • Monthly savings plans
  • Systematic withdrawal plans
  • Other specialty investment products

Insurance Solutions

Whether you are looking for family protection, estate preservation or investment solutions, we can help you in choosing the right products to achieve financial peace of mind for every stage of your life.

Products and services include:

  • Segregated funds
  • Life insurance: term, whole life, universal life
  • Disability insurance: income replacement, accident and sickness, overhead protection, loan protection, buy-sell
  • Critical illness insurance: enhanced and basic plans
  • Long-term care insurance: facility and home coverage
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Health care benefits for individuals and associations
  • Annuities: term certain, life

Banking

Whether you are looking to buy your first home, trying to juggle the financial demands of family and career or looking to enjoy your retirement, we have banking products that can help you meet your needs. Banking products and services are offered through referral.

Products and services include:

  • Banking, loan and mortgage products
  • Telephone and online banking
  • Money products: daily interest accounts, high interest savings, GICs, RRSPs, RRIFs, and LIFs

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Getting Started is Easy

Kyle Harris, CFP

Senior Investment Advisor,
Manulife Wealth Inc.
Life Insurance Advisor,
Manulife Wealth Insurance Services Inc.


Contact:

Business: 604.795.5539
Cell: 778.865.5662
Fax: 604.795.5364
Toll Free: 1.888.302.9066

Email:

kyle.harris@manulifewealth.ca

By submitting your information in a form, you are providing us with your express consent to send you commercial electronic messages related to investments and/or insurance services that may be of interest to you. Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see Manulife Wealth's Privacy Policy page.

Call 604-795-5539