Member

Harry Sale

Toronto

Raymond James Ltd.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Harry Sale

Member Bio

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I'm Harry Sale, a Financial Advisor at Raymond James Ltd. in Toronto. I solve complex financial challenges for business owners, incorporated professionals, and families who want to grow and protect their wealth.

What I Do:
• I create personalized wealth management strategies using evidence-based approaches backed by peer-reviewed research. No financial jargon – just clear, proven solutions that work.

My Expertise:
• Chartered Investment Manager (CIM)
• Qualified Associate Financial Planner (QAFP)
• 10+ years helping clients maximize their financial potential

I Specialize In:
• Business owner tax and investment strategies
• Family wealth planning & education savings
• Evidence-based portfolio management
• Tax-efficient investment solutions
• Modern financial planning using Conquest

My Approach:
Proactive communication, lowest-cost proven solutions, and access to specialists in tax planning, estate services, and insurance. You'll always know where you stand financially.

About Me:
Toronto-based, exploring the city with my wife Laura and Goldendoodle Chadwick. Active community supporter (currently fundraising for St. Michael's Hospital Foundation). Love golf, tennis, racing, skiing, and great books.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Tax Planning

Designation(s)

No items found.

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

British Columbia
Ontario
Quebec
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