Harcourt & Assoc

Harcourt & Assoc, based in Edmonton, AB, is a company that specializes in capital planning, investments, and financial services for a variety of groups, including ATA members, Alberta School Board Employees, individuals, families, employers, and employees. They offer services such as Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs), Registered Education Savings Plans (RESPs), Registered Retirement Income Funds (RRIFs), Guaranteed Investment Certificates (GICs), Mutual Funds, and various insurance options.

With a focus on helping clients prepare for retirement, Harcourt & Assoc provides guidance on retirement income options, annuities, reducing taxes at death, and offers resources for estate planning. The company emphasizes building strong relationships with clients and tailoring financial solutions to meet their specific needs. Their partnership with Capital Estate Planning allows them to offer industry-leading group benefit programs, group RRSP/TFSA services, and insurance and financial services to support their members.

Transitioning away from recruiting, Harcourt & Assoc now concentrates on assisting businesses in taking care of their employees by providing comprehensive group benefit and retirement planning solutions. They pride themselves on delivering high levels of service, partnership, and business acumen to ensure the best outcomes for their clients. Reach out to Harcourt & Assoc to explore how they can support your organization in achieving financial security and employee well-being.

Generated from the website content