Chad Harmer is the Managing Director at Harmer Wealth Management in Ontario, a firm known for its focus on client needs in financial planning and investment consultancy. His background in banking and investment banking led him to create a more personalized approach to wealth management. The firm offers services in investment management, mortgage solutions, insurance planning, and real estate financial planning, tailored to meet the unique requirements of their clients. Under Chad's leadership, Harmer Wealth Management has grown significantly, now managing assets worth approximately $100 million. This success is a testament to the firm's emphasis on professional wealth management and retirement planning that aligns with client goals.