Jerome Malaise
Toronto
Harness Investment Management
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Jérôme is an entrepreneurial and seasoned wealth management professional with 13 years of global wealth & asset management, bank and insurance experience. He’s successfully operated in both start-ups and established companies in Europe and North America, and in various capacities (product, innovation, strategy, business development & financial advisory).
In late 2023, Jérôme decided to follow his passion and became an Associate Portfolio Manager at Harness Investment Management in mid 2024 which has enabled him to help Canadian families reach their financial goals with peace of mind. Keen to deepen his financial planning knowledge and provide more value to Canadian families and the financial planners he works with, Jérôme became a Certified Financial Planner (CFP) in July 2025.
Jérôme shares his own reflections on the following topics that impact him and his family directly in hope to spark insightful discussions:
- Dual (or more) citizenship households 🌍
- Families with young children 👨👩👧👦
- Newcomers to Canada 🍁
In late 2023, Jérôme decided to follow his passion and became an Associate Portfolio Manager at Harness Investment Management in mid 2024 which has enabled him to help Canadian families reach their financial goals with peace of mind. Keen to deepen his financial planning knowledge and provide more value to Canadian families and the financial planners he works with, Jérôme became a Certified Financial Planner (CFP) in July 2025.
Jérôme shares his own reflections on the following topics that impact him and his family directly in hope to spark insightful discussions:
- Dual (or more) citizenship households 🌍
- Families with young children 👨👩👧👦
- Newcomers to Canada 🍁
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