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HARRY SALE


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 * Trnto200King18-170S4
   200 King St W Ste 1806 Toronto, ON M5H 3T4 T: 647.798.4028
   


A CERTIFICATION OF SKILL A COMMITMENT TO SERVE

Learn how we can helpContact Us to Get Started


EXPERT FINANCIAL ADVICE YOU CAN TRUST

When planning your financial future, many details regarding your money and your
life’s goals must be addressed. With so much at stake, why not look to someone
who is held to the highest ethical and professional standards in the industry,
one who you can be confident has the education and experience to assist you with
the complex financial needs to plan for your future.

When working with our team, you and your needs are the focus of the financial
planning relationship and drive the recommendations for your overall wealth
management approach. And, we will be there to help you each step of the way in
the pursuit of your financial goals.

 


ADDING VALUE TO YOUR LIFE

Your success in retirement depends on the planning you do today. No matter what
stage you are at now, we have the Total Wealth Solutions to help you achieve
your financial goals and build your legacy.

Learn how we can help


Harry Sale, CIM, QAFP

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Financial Advisor



DYNAMIC THINKING MAKES A DIFFERENCE

We consider ourselves architects of your financial life, personally consulting
with you prior to employing hand-selected strategies with the intent of meeting
your financial goals. Best-fit investment ideas come from collaboration and
truly knowing our clients – and that’s what you’ll find here.




WHO WE WORK WITH


INDIVIDUALS & FAMILIES




Build, protect and transfer your wealth knowing you are in the hands of
experienced financial advisors. From wealth management, transfer and estate
planning, turn to us for your comprehensive financial planning.


BUSINESSES & CORPORATIONS




Specializing in the intricacies of business ownership at every stage, we
collaborate with you to ensure your business flourishes while protecting it’s
assets and people.


PROFESSIONALS




Explore a strategic method for managing your wealth, featuring robust Financial
Planning and management with personalized, cost-effective solutions tailored
specifically to your needs.


INSIGHTS & ARTICLES

Previous
Read


THE FAMILY COTTAGE

What to consider in your succession plan for the Family cottage.
10

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Retirement & Estate Planning
Watch Video


LIFE STAGES AND EVENTS: WHERE INSURANCE IS A STRATEGIC WEALTH SOLUTION

Check out our latest Client Insights webinar!
11

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Life Events, Lifestyle & Technology
Listen


THE ADVANTAGED INVESTOR: FINANCIAL PLANNING – CONSIDERATIONS FOR WOMEN INVESTORS
(EPISODE 102)

Listen to our podcast with Neela White.
12

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Markets & Investing
Watch Video


FOSTERING GENEROSITY: PHILANTHROPY FOR TODAY AND BEYOND

Watch our latest Client Insights webinar.
01

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Life Events, Lifestyle & Technology
Read


INSIGHTS AND STRATEGIES

Striking the Right Balance.
02

--------------------------------------------------------------------------------

Markets & Investing
Watch Video


QUARTERLY MARKET UPDATE: US ELECTION EDITION

Watch our latest Client Insights webinar.
03

--------------------------------------------------------------------------------

Markets & Investing
Read


OCTOBER 2024: ATTEMPTING TO STICK THE SOFT LANDING

As we head into the home stretch of 2024, we seem to be in a good environment
for equities.
04

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Markets & Investing
Read


SAVE TAXES BY TIMING DONATIONS STRATEGICALLY

When it comes to charitable giving, when you donate can make a big difference to
the amount of tax you save.
05

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Tax Planning
Read


SAVE TAXES BY DONATING SECURITIES IN YOUR "HOLDCO"

Many Canadians have already discovered the benefits of donating securities “in
kind” to get a donation tax receipt for the fair market value of the gift and,
at the same time, avoid capital gains tax.
06

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Tax Planning
Read


SAVE TAXES BY DONATING SECURITIES "IN KIND"

When people make plans to support charitable causes, most focus on the amount of
the gift — but how you donate matters, too.
07

--------------------------------------------------------------------------------

Tax Planning
Read


INSIGHTS AND STRATEGIES

Do U.S. Elections Affect Canadian Markets?
08

--------------------------------------------------------------------------------

Markets & Investing
Listen


THE ADVANTAGED INVESTOR: HELPING MOM AND DAD TRANSITION TO ASSISTED LIVING OR
RETIREMENT FACILITIES - (EPISODE 103)

Listen to our podcast with Neela White.
09

--------------------------------------------------------------------------------

Retirement & Estate Planning
Read


THE FAMILY COTTAGE

What to consider in your succession plan for the Family cottage.
10

--------------------------------------------------------------------------------

Retirement & Estate Planning
Watch Video


LIFE STAGES AND EVENTS: WHERE INSURANCE IS A STRATEGIC WEALTH SOLUTION

Check out our latest Client Insights webinar!
11

--------------------------------------------------------------------------------

Life Events, Lifestyle & Technology
Listen


THE ADVANTAGED INVESTOR: FINANCIAL PLANNING – CONSIDERATIONS FOR WOMEN INVESTORS
(EPISODE 102)

Listen to our podcast with Neela White.
12

--------------------------------------------------------------------------------

Markets & Investing
Watch Video


FOSTERING GENEROSITY: PHILANTHROPY FOR TODAY AND BEYOND

Watch our latest Client Insights webinar.
01

--------------------------------------------------------------------------------

Life Events, Lifestyle & Technology
Read


INSIGHTS AND STRATEGIES

Striking the Right Balance.
02

--------------------------------------------------------------------------------

Markets & Investing
Watch Video


QUARTERLY MARKET UPDATE: US ELECTION EDITION

Watch our latest Client Insights webinar.
03

--------------------------------------------------------------------------------

Markets & Investing
Next
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The art is not in making money, but in keeping it.
Proverb


ARE YOU READY? LET’S UNCOVER THE POSSIBILITY OF WORKING TOGETHER.

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HARRY SALE


   
 * 200 King St W Ste 1806 Toronto, ON M5H 3T4
   
 * 647.798.4028
   


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