What services are provided by Harris myCFO?
The depth and breadth of services at Harris myCFO sets us apart from other firms. We offer in-house expertise in all key areas of wealth management, including: Tax Planning and Compliance; Investment Advisory Services; Estate and Trust Services; Risk Management and Insurance; Philanthropy; and Expense Management and Financial Reporting. Our Investment Advisory Services include investment analysis, asset allocation, manager selection, asset placement, plan monitoring and resource provider management. We also partner with many specialists within BMO Financial Group, and invite other top-tier third-party providers to complement our in-house expertise.
