Life Licensed in Ontario,
British Columbia and New Brunswick
Harris Pleet, CLU, CHS
Life Licensed in Ontario, British Columbia and New Brunswick
As an advisor in investment and insurance products and services, I work with people to help them identify their financial needs and assist them to establish a plan to achieve their immediate and long-term goals. I get to know how my clients wish to live their lives, and develop financial strategies — wealth accumulation and preservation as well as estate and retirement planning — to help them realize those dreams.
I create a personalized financial plan for all my clients (via a comprehensive needs analysis) so that they can realize their financial independence and security.
My background
I graduated Carleton University with a Bachelor of Arts degree in Law with a minor in Business in 1992. I started my career in the family business — managing one of our two stores with the main responsibility of budgeting and bookkeeping.
Following the sale of our stores, I moved on to Frito Lay as a Route Sales Representative. In the summer of 2002, I entered the financial services industry in the Ottawa area, moving to Toronto in 2003.
My social and professional commitments
I am an active member of the Toronto chapter of Advocis, a professional governing body in the financial services industry.
Having a strong belief in giving back to the community, I have volunteered in many different organizations along the way. I am currently a member of BNI Success Network as the life insurance representative.
How I make a difference in people’s lives
My goal is to help people understand the complex world of investments and insurance in a simple manner that can be easily understood. I focus on all the small details, so that my clients can focus on living the lives they have always dreamed about.
Three ways I make a difference in people’s lives:
- I educate my clients so that they understand the reasoning so that they can make informed decisions.
- I take care of the small details so that my clients can focus on other areas important to them.
- I help them identify their goals and objectives and work with them in establishing a plan to achieve those goals.
I appreciate any opportunity to discuss ways in which I may be able to assist you, your family, or your business achieve financial security. Please contact me and we’ll arrange a discussion at your convenience.
Referrals are gratefully accepted.
CORE VALUES FOR HP LIFE INSURANCE & FINANCIAL SERVICES
S – I – M – P – L – E
SIMPLICITY
Providing business in a simple form where you are fully informed of your present financial status and giving you a detailed projection of your options. Helping you to understand the basis of financial planning and how it will benefit you, your family and your business.
INTEGRITY
Our goal is to have an environment of our integrity where you can put your trust in us to give you our utmost respect. To be transparent, honest and create a value add to your life and your business.
MOTIVATED
Our motivation is created by the focus we put in our clients. The motivation to provide valuable information and to see our company values go beyond their duties. Motivation to give you the right advice and see it fulfill the lives of many. Motivation to provide you with comfort knowing you made the right decision.
PASSION
We are passionate and take pride in our company that was built from a heart of helping clients achieve a financial freedom. Promoting a positive and energetic environment that gives us the ability to succeed.
LOYALTY
Our loyal approach to financial planning is why we are in business. We believe that our products are not sold but created specifically for each individual. Having a directed truth will bring a more favorable outcome with our clients.
EXCELLENCE
We provide our clients with a commitment of excellence giving us a reason to continue in helping one person at a time. Our core focus is maintaining this level of excellence where the professionalism and hard work will go further creating many long lasting friendships.
Planning is bringing the future into the present so that you can do something about it now.
-Alan Lakein
*Mutual funds distributed through Desjardins Financial Security Investments Inc
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