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Portfolio Manager from Harness Investment Management | The Wealth Multiplier Podcast

Portfolio Manager from Harness Investment Management | The Wealth Multiplier Podcast

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Wealth Multiplier Podcast | "How Smart Canadian Business Owners Invest" with our guest Suzi Park of Harness Investment ManagementIn this episode of the Wealth Multiplier Podcast, we’re joined by Suzi Park, CFA Certified Financial Analyst and Portfolio Manager at Harness Investment Management, to explore what Canada’s top-performing business owners are doing to grow and protect their wealth.We dive deep into how Harness helps incorporated business owners, families, and professionals manage their investments with a strong focus on tax efficiency, private market access, and custom portfolio construction - all built on a modern, digital-first platform.Whether you're sitting on retained earnings in your corporation, looking for access to private investments, or want a better investing experience backed by top-tier expertise - this episode is for you.---Want to start investing with us?Schedule a call at https://safepacific.com/discovery-schedule/---What you’ll learn in this episode:- Why Safe Pacific works with Harness and how the partnership benefits our clients- How to invest retained earnings from your corporation with purpose and precision- What “private investments” really are - and why they matter- How tax efficiency can dramatically boost long-term wealth- What to expect when you open an account with a modern portfolio manager- The difference between core and focus strategies (yes, there’s a cake analogy)- How the investment process works from onboarding to long-term management- What Canadian business owners should look for in a portfolio managerSchedule a Discovery meeting here: https://safepacific.com/discovery-schedule/Full article here: https://safepacific.com/podcast/portfolio-manager-from-harness-investment-management-the-wealth-multiplier-podcast/Wealth Multiplier Book: https://safepacific.com/wealth-multiplier-book/LinkedIn: https://www.linkedin.com/company/safe-pacific-financialInstagram: https://www.instagram.com/safepacific/

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