Harvey Morrison Private Wealth shares its client-first approach and investment strategies
In this edition of WPTV, we sat down with Marni Harvey and Krissy Morrison, Senior Investment Advisors at Harvey Morrison Private Wealth, to discuss its recent recognition as one of Wealth Professional’s 5-Star Advisory Teams for 2024. This prestigious honor reflects the firm’s commitment to delivering tailored investment strategies and exceptional client service.
When asked about the key to its success, Morrison highlighted the firm’s focus on client-first solutions. “We prioritize doing what's right for our clients, whether it’s conducting due diligence on products or finding a firm that aligns with our core values,” she explained. Harvey added, “We take a different approach by incorporating private investments like real estate and private equity into our clients’ portfolios. This has helped them weather financial storms, especially during volatile market conditions.”
A defining feature of Harvey Morrison Private Wealth is its long-term investment strategy. Harvey emphasized the importance of staying the course even in challenging times. “We follow the investment strategies of large institutional investors, like the Canada Pension Plan. This helps our clients sleep at night, knowing their portfolios are built to last,” she shared.
Beyond its innovative investment strategies, Harvey Morrison Private Wealth is also a trusted partner through life’s major events. Morrison spoke about the firm’s holistic approach: “Our clients rely on us for guidance in every aspect of their lives—from buying homes to creating wills. We’re there for them through the good and the challenging moments.”
Proactive communication is another hallmark of its service. “We don’t just send emails; we take the time to speak with our clients directly,” Morrison said. “Whether by phone or face-to-face meetings, we ensure every client feels heard and supported.”
Reflecting on its success, Harvey summed it up simply: “Clients are always our top priority. Without them, we wouldn’t be here.”
To learn more about Harvey Morrison Private Wealth, click here to watch the full interview.
