Our philosophy is simple:

Passionate Service
Coupled With
Insightful Advice

Our experience, education and track record provides a solid launching pad for you and your company. We recognize that it’s a privilege to do business with you and whether it’s helping you choose the best employee benefit plan or advice to help you build your net worth, you will always find our people fully engaged and sincerely interested in your needs.

Toronto Business Development


Existing or truly living? Are you running your business or is it running you? Our Engage Thursdays and ‘Y’ workshops offer authentic insights on building a business and a life.

Employee Benefits Markham


Our Group Benefits division will ensure your premium dollars are optimized and the fees on your pension plans minimized.

Individuals Organizations
Harry James net worth building

Net Worth

Find out if you're really doing well with our “advice for real life” approach to net worth building.

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I’ve been in several real estate deals with Harry, both past and present, and have always made money. Harry has a good eye for opportunities, knows how to negotiate, and how to create value. He’s also a man of his word and can be trusted. I have no hesitation in recommending Harry as a great business partner and advisor.

Sam Maduri Petra Hygienic Systems

When working with Harry James, you know that he and his team really care, not only about the business relationship, but also the personal one. Your calls and emails are always returned immediately, leaving you confident your needs are taken care of.

Ryan Gardner Professional Hockey Player – OHL/NLA

We have relied on Harry James to provide us with financial advice and guidance, as well as a wide assortment of other estate planning needs, for over 20 years. We will continue to trust Harry and his team of true professionals, who always provide advice that is tailored to our personal situation.

Rick and Louise Moreau Compuware