As the world of wealth management becomes increasingly complex, many firms are turning to innovative partnerships to expand their services and better serve their clients. Recently, Core Wealth Solutions was featured in an article in the prestigious Financial Post, highlighting the firm's successful partnership with Harness Investment Management Inc. and the expanded offerings we are now able to provide to our clients.
Harness Investment Management, a subsidiary of Purpose Unlimited, has expanded their partnership with Core Wealth Solutions to provide personalized investment counselling services. This model has proven to be highly successful, as Core Wealth Solutions, led by Collin Noble BBA CFP CLU, has experienced impressive growth in wealth advisory services as a result.
At the heart of Core Wealth's success is our unwavering commitment to putting our clients first. We are dedicated to being a leader in the wealth management space has earned us a reputation for excellence and reliability. With the expanded partnership with Harness, Core Wealth is now able to offer complex estate planning and high-touch services to their clients, relying on Harness for sub-advised investment solutions.
This partnership is a testament to the importance of collaboration and innovation in the wealth management industry, and is sure to set a new standard for excellence in personalized wealth management services. For clients of Core Wealth Solutions, this expanded offering promises to provide even greater levels of confidence and peace of mind as we plan for our financial futures. This exciting development is a positive step forward for both Core Wealth Solutions and the broader wealth management industry as a whole.
READ THE FULL ARTICLE: https://financialpost.com/globe-newswire/harness-investment-management-expands-core-wealth-solutions-partnership-to-offer-higher-touch-investment-counselling-services-to-clients
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