Planting the seeds for
About Harvest Wealth Management
Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment
Everyone has a vision of how they would like to live and what they wish to be able to accomplish. Some visions are very clear, others are vague. Until you identify your dreams, no one can assist you in achieving them.
We are an independent organization with more than 100 years of combined, individual experience in the financial industry, that tailors financial solutions for clients by drawing from the largest names in the Canadian financial and insurance services.
Hours of Operation
Monday to Friday 830am-430pm
28 Webster Court
Kentville, NS B4N 1H2
Phone (902) 678-2788
Fax (902) 678-2335
Toll-Free: (855) 360-7117
19 Commercial Street
Middleton, NS B0S 1P0
Phone (902) 825-6000
Fax (902) 825-6007
Toll-Free (855) 360-7117
We strive to earn the right to work with our valued clients in a personal and meaningful way.
Code of Ethics
These are the tenets by which we work. Our guiding principles.
Code of Professional Ethics
The Advisors and Staff of Harvest Wealth Management have chosen to abide by the Code of Professional Ethics as set out by the Financial Planning Standards Council. Although not everyone at Harvest Wealth Management is bound, by being registered or certified through the Council, this high standard is what every client deserves and will receive while dealing with us.
Code of Professional Ethics – Financial Planning Standard Council:
Integrity: A CFP professional shall always at with integrity
Objectivity: A CFP professional shall be objective in providing financial planning to clients
Competence: A CFP professional shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the CFP professionals engaged.
Fairness: A CFP professional shall perform financial planning in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflicts of interest in providing such services.
Confidentiality: A CFP professional shall maintain confidentiality of all client information.
Professionalism: A CFP professional’s conduct in all matters shall reflect credit upon the profession
Diligence: Diligence is the provision of services in a prompt and thorough manner
For more information about the Financial Planning Standards Council, please visit the Financial Planning Standards Council.