What's an Investment Coach?

An investment coach helps you plan for a better, more secure financial future.

Experience has shown me that people are often very busy with their various responsibilities, and don’t take a bit of time to learn how they can optimize their current situation and investment future.

The same can be true of small organizations.

Optimizing your financial situation is definitely possible, but few seek an experienced coach who can help make it happen. I coach individuals, couples, and organizations, enabling them to fully understand their financial situation, develop appropriate objectives, and formulate a plan to put into action.

Examples of clients and engagements

Young adults with long term goals who want to know how to match their investment strategy with their current and ongoing financial situation
Retirees with limited investments who want to make their money last as long as possible without taking too much risk
Appropriate management of an injury settlement to ensure it lasts as long as possible
A religious congregation that received an unexpected, significant donation, and needed to know options for how to treat this legacy gift, and potential regulatory implications
Inheritance

Ted Harris

Expert Experience

I have over 45 years of experience in the financial services industry, serving as trusted counsel to individuals, startups, public and private corporations, governments, and charitable foundations in Canada and internationally.

I have extensive experience in international business and portfolio management, investment strategies, market research, strategic planning, and product development, including ethical products. I’ve been a director and chair of private and public companies and a director of a Canadian charity for community development and wildlife protection in Kenya.

When appropriate, I work with other professionals whose skills may be required for research and regulatory topics. I can also attend meetings with clients and their advisors to ensure that my clients’ interests are well served.

Rates

I start all client engagements with a free consultation to discuss your situation and what you hope to achieve. At that time I’ll advise you as to what may be required to undertake and complete the coaching process and arrive at a solution. I don't advise clients what to specifically invest in. I work for a fee, and get no benefit from a client’s investments. All prices are in Canadian Dollars.

Option 1

I’ll provide you with an estimate for the coaching engagement, explaining what can be achieved. I’ll only charge you for the number of hours used (minimum charge one hour). If I discover it will take longer than estimated, I’ll let you know immediately. In this case, I can complete the engagement with less complexity, after discussing with you in which areas of the plan you’d like more or less detail.

My rate is $100/hour. Work begins after I’ve received a $50 deposit and any requested information I need to get started. The final work will be shared with you once the invoice has been paid in full.

A typical project takes between 2 and 10 hours, depending on the complexity of the assignment.

Option 2

For larger projects, I use a fixed-price approach. Work begins after I’ve received a 10% deposit and any requested information I need to get started. When I’ve completed 50% of the project, 50% of the invoice needs to be paid. The final work will be shared once the invoice has been paid in full.

Ongoing Support

You may have questions as you put your plan and new knowledge into practice. For up to 60 days after the project is delivered, I offer clients a 30 minute pre-booked follow-up conversation at no extra charge. For one year, further follow-ups on the same project will be charged at a reduced rate of $80/hour.

From time to time I may send information or data that clients may find interesting or useful. This is only to provide information, not make specific recommendations. Clients may opt out of this service by emailing me.

Harris Investment Coaching