Your financial future,
built on solid ground.
Harbour Advisory Group provides independent, fee-based financial planning for individuals, families, and business owners across British Columbia.
What We Do
Comprehensive financial solutions.
From day-to-day wealth management to complex estate planning, we provide expert advice at every stage.
Wealth Management
Evidence-based portfolio construction tailored to your financial timeline, risk tolerance, and goals.
- Asset allocation & rebalancing
- Tax-efficient investing
- Retirement income planning
- ESG integration available
Risk & Insurance
Comprehensive analysis of your exposure with solutions that fit your life and budget precisely.
- Life & disability coverage
- Business continuation
- Estate liability protection
- Annual policy reviews
Corporate Advisory
Strategic financial guidance for owners navigating growth, succession, or liquidity events.
- Business valuation
- Succession planning
- Key-person insurance
- M&A financial advisory
Our Team
Experienced. Independent. On your side.
David Harbour
Managing Director, CFP®
22 years guiding high-net-worth families and business owners through every stage of their financial journey.
Lena Reeves
Senior Financial Advisor
Specialises in retirement income planning and tax-efficient investment strategies for pre-retirees.
Marcus Chen
Portfolio Analyst, CFA®
Quantitative portfolio construction with a focus on risk-adjusted returns across all market cycles.
“Harbour Advisory helped us consolidate a complex estate and finally plan for retirement with real confidence. Their advice was clear, honest, and completely in our interest.”
Insights
From our advisors.
Rate Rises and Your Portfolio: What to Do in 2025
When to Review Your Life Insurance Coverage
Succession Planning: Starting the Conversation Early
FAQ
Common questions.
Ready to take control of your financial future?
Schedule a no-obligation 30-minute discovery call. No pressure, no jargon — just an honest conversation.
Book a Free Consultation