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harris, bolduc & associates whose interests are driving your portfolio? independent, fiduciary advice means that your best interests are our only interests. learn more the advantages of independent advice experience cost-effective investing through a fee-based approach. learn more what’s the best way to grow your wealth for retirement? let’s talk about how best to allocate your wealth. learn more business owners require diversification. find out how we help owners offset risk and grow their wealth efficiently. learn more outcome wealth management search an independent firm independent advice personalized investment plans planning resources rrsps, tfsas, ipps our team who we serve entrepreneurs professionals pre-retirees and retirees corporate executives non-profits & foundations rising generation investment portfolios access your account contact us search at harris bolduc, our mission is to offer an independent, transparent and personalized service that suits your needs, always with your best interest in mind. why people come to us for our independence, for more transparency, for our objectivity, for the service we offer, and because ultimately, they get returns. independence investors today have an overwhelming number of options for advice, but when you look more closely, so few of them are actually set up to serve your needs objectively. we believe the only place to start is an independent platform — this allows us to use our 30 years of portfolio management experience to help meet each clients’ unique needs. philippe harris - president and portfolio manager what you get with harris, bolduc & associates these are the features and attributes that make us different from what you’ll find elsewhere. what you get to avoid you won’t have to adapt to our management style; we adapt to your needs. no hidden fees, no surprises. we don’t receive commission on the products we choose; you can be assured that your benefits come first. no overdiversification or overuse of costly mutual funds we are not robots you can talk to us. we won’t sell you a credit card. we don’t have any incentive to recommend one product over another; we don’t get bonuses, commissions or kick-backs. transparency how do you know what advice is really in your best interest? when you work with experts, you should have a clear picture of how it all works to your benefit - but this picture can be compromised by all the incentives and layered fees that are inherent in so many forms of wealth advice. we chose to form an independent practice so that we could dedicate our expertise exclusively to the needs of our clients, through a simple, fee-based service. with over 30 years of portfolio management experience, we work with each client to craft an asset allocation and investment strategy that suits their personal needs. working with us means that you can invest through a transparent platform, delivered with a fiduciary commitment to your interests. objectivity we always begin with these questions: how much are you currently paying in fees, and what can be done to lower that number? because of the complex nature of many types of investments and services, it can be challenging to identify exactly how much you’re paying to invest. that’s why we begin with a complimentary review of your current portfolio, and a cost-benefit analysis of the growth you’re seeing versus the trailer fees, commissions and other hidden costs. as independent portfolio managers, the fee for our service is fully transparent, and based on a percentage of total assets invested. are the returns you’re currently getting in line with what the best are doing? we have your best interest in mind. our objectivity is such that we will tell you if your current strategies are suitable and if not, why. service we’ve been extremely happy with the service and the result provided by philippe, richard and the team. over the years, they have listen to us, understood our goals and ensured we stay on track. client name - client since #### -- work with a highly experienced and accredited team. with multi-decade backgrounds in accounting, business ownership and market analysis, our team is able to provide deep insight that goes even beyond our investment expertise. your money is working overtime, and so are we. when you call, we answer because we care. you are more than just a number, and we provide more that just promises; we deliver. returns see what our momentum strategies can do with $100,000. our approach is to pursue an investment strategy that is focused on real growth for our clients’ wealth over the long term. this chart illustrates the value of $100,000 invested in our tsx momentum strategy over time. learn more call us to talk about your wealth strategy. click to learn more call us to talk about your wealth strategy. send us a message montréal / south shore 30 boulevard taschereau bureau 209 la prairie j5r 5h7 bureau: (514) 448-6669 sans frais: 1 (866) 244-6687 montréal 1, place ville-marie suite 2901 montréal, québec h3b 0e9 bureau: (514) 448-6669 télécopieur: (514) 448-6668 sans frais: 1 (866) 244-6687 -- québec 1165, boulevard lebourgneuf suite 170 québec, qc g2k 2c9 bureau : 418-651-8969 sans frais: 1 (866) 244-6687 -- share with your network home | privacy & legal | contact us © all rights reserved. 2018 top

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Informations Whois

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Domain Name: HARRIS-BOLDUC.COM
Registry Domain ID: 872636649_DOMAIN_COM-VRSN
Registrar WHOIS Server: whois.godaddy.com
Registrar URL: http://www.godaddy.com
Updated Date: 2011-09-25T15:44:07Z
Creation Date: 2007-03-13T18:59:33Z
Registry Expiry Date: 2019-03-13T18:59:33Z
Registrar: GoDaddy.com, LLC
Registrar IANA ID: 146
Registrar Abuse Contact Email: abuse@godaddy.com
Registrar Abuse Contact Phone: 480-624-2505
Domain Status: clientDeleteProhibited https://icann.org/epp#clientDeleteProhibited
Domain Status: clientRenewProhibited https://icann.org/epp#clientRenewProhibited
Domain Status: clientTransferProhibited https://icann.org/epp#clientTransferProhibited
Domain Status: clientUpdateProhibited https://icann.org/epp#clientUpdateProhibited
Name Server: NS1.BDM.MICROSOFTONLINE.COM
Name Server: NS2.BDM.MICROSOFTONLINE.COM
DNSSEC: unsigned
URL of the ICANN Whois Inaccuracy Complaint Form: https://www.icann.org/wicf/
>>> Last update of whois database: 2017-09-28T20:03:34Z <<<

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The Registry database contains ONLY .COM, .NET, .EDU domains and
Registrars.

  REGISTRAR GoDaddy.com, LLC

SERVERS

  SERVER com.whois-servers.net

  ARGS domain =harris-bolduc.com

  PORT 43

  TYPE domain
RegrInfo
DOMAIN

  NAME harris-bolduc.com

  CHANGED 2011-09-25

  CREATED 2007-03-13

STATUS
clientDeleteProhibited https://icann.org/epp#clientDeleteProhibited
clientRenewProhibited https://icann.org/epp#clientRenewProhibited
clientTransferProhibited https://icann.org/epp#clientTransferProhibited
clientUpdateProhibited https://icann.org/epp#clientUpdateProhibited

NSERVER

  NS1.BDM.MICROSOFTONLINE.COM 207.46.15.59

  NS2.BDM.MICROSOFTONLINE.COM 157.56.81.41

  REGISTERED yes

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