TRANSFER YOUR WEALTH TO THE NEXT GENERATION

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HarrisJones Advisory assists family business owners in Canada

HarrisJones Advisory creates and implements comprehensive wealth transfer strategies with Canadian family business owners. We apply our knowledge of tax, financial and insurance legislation to each client’s circumstances to develop succession plans that work for them.

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  • "Harris Jones is a pillar and mentor within the tax, trust, estate, financial, business succession and insurance communities in Toronto, Canada … His end goal is simple—to provide wise counsel that leads to financial security for owners of private companies, their successors, their families and their heirs."

    —Peter J. Merrick, Income and Capital Enhancement Consultant, Speaker and Author

  • "Often promised but seldom delivered, true 'holistic advice' is what you can expect from Harris Jones. Harris has the skills and knowledge needed to identify tax, estate, insurance and succession law issues. His strategic wealth transfer plans resolve these issues. What's the purpose? To make his clients better-informed decision-makers."

    —Tony Salgado, Founder AMS Wealth Inc. 

  • "Upon the sudden death of my husband of 37 years, I found myself in an unfamiliar and overwhelming financial/legal situation that was extremely challenging for me to navigate. Harris helped me through that stressful and emotional time with competence, diligence and patience. His knowledge and expertise were evident as he found solutions that worked with my best interests in mind. I would highly and confidently recommend Harris Jones."

    —Cindy R., Client

  • "We were looking for advice and service regarding 'last to die' life insurance to protect our offspring against high Canadian and American tax bills payable upon our deaths. After reviewing our financial and health situations, Harris Jones evaluated the offerings of several insurance companies. The approach he recommended and arranged for differed slightly from our original concept and met our needs. We appreciate Harris' persistence in reaching our desired endpoint."

    —Sam & Judy M., Clients

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HarrisJones Advisory collaborates with other professional advisors

Harris Jones helps professionals in the investment advisory, risk management, business succession, estate, philanthropic, and life insurance industries to navigate the complexities of estate and succession planning for their clients in Ontario and other Canadian provinces.

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Our holistic wealth transfer planning helps clients see the big picture so they can organize their current affairs to maximize future flexibility.

  • We assess owners’ financial stability, and current and future tax liabilities.

  • We plan for business cash flow stability and continuity funding in case of death or disability.

  • We suggest ways to satisfy future financial obligations (loans, taxes etc.).

  • We ensure that beneficiaries receive what they are entitled to when owners die.

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Harris Jones

CPA, CA, CFP, CLU, ChFC, TEP

Providing Canadian business owners with custom paths to financial security since 1977.

Harris began his career as a Chartered Professional Accountant. He is also certified in the insurance, financial consulting and planning, and trust and estate professions. Drawing on his broad knowledge base, Harris expertly navigates complex governing rules and regulations to produce comprehensive succession and estate plans that achieve client objectives. Harris collaborates with other qualified professionals to ensure optimal results for his clients or theirs. READ MORE>

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Get Started on Your Wealth Transfer Strategy