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Our Consulting Services
Rock Harbour Wealth Management specializes in creating a true one to one financial consulting experience. We take the time to address each of your wealth oriented goals, problems and concerns to give you the peace of mind that your financial wellbeing is safe and protected. 100% of Rock Harbour’s wealth consultation services are offered in both French and English.
Wealth Management
Our experienced team will work with you to develop a plan that goes beyond just selecting funds. We’ll get you closer to your long-term goals faster, but we’ll also continue to check in with you to make sure your plan is meeting your needs through all of life’s challenges.
Risk Management
Accumulating wealth is only part of a sound financial plan. We want to ensure that in addition to saving money, we identify and find solutions for unexpected challenges. We’ll make sure you’re prepared for any unexpected set-back regardless of what it may be.
Group Solutions
If you’re a business owner looking to provide tax efficient compensation, we have numerous solutions that can be tailored specifically for you and your team of employees. Regardless of industry or size we can create a solution that employees will love and works for your bottom line.
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“QUadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.”
Insurance products, including segregated fund policies, are offered through Rock Harbour Wealth Management Inc., and Investment Representatives Tim Jones, Jean Deschenes, Michael Steffler, AND ALAN BROADBENT offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to titles as President or Partner of Rock Harbour Wealth Management Inc.,is related to OUR insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd
Testimonial
“My wife and I have known Tim for over 20 years. During that time, Tim has not only managed our investments, but has become a close personal friend, a member of our family. Tim has a personal passion of commitment to our community and has been a strong example of giving back to our community through his leadership and involvement in various charities.“
Steve and Janice Harrison, Satisfied Clients