Harrold Counsel

Family wealth planning built on trust and advocacy

We plan because so many of life’s most memorable moments — both the challenges and the successes — are unpredictable. That is what wealth planning is: it’s the decisions that carry you through moments that are uncharted. Advising clients through these times comes naturally to Darren. For 15 years, he has built lasting and deep relationships with clients, relationships built on trust and advocacy, a shared passion in working towards a vision, with sound advice and planning to help you achieve your goals.

Our team is driven by getting to know you as a client. Understanding the way you see your life, your goals, your dreams, the things you want to do — and turning those ideas into plans. It takes diligence and strategy. It takes a goal-driven investment portfolio and tax and estate planning expertise, retirement planning and the right insurance at the right moments. We work with high-net-worth individuals and families, small business owners and entrepreneurs.

That’s who we are, that’s what we do. We plan because it’s impossible to predict. We advocate because it’s in our nature. And we get to know you because we genuinely care about your success.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

29 March 2021
Value continues its comeback
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22 March 2021
Bonds still work
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April 2021
Investor Strategy: Another great quarter to be an investor
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Contact

Darren Harrold, SVP, Portfolio Manager

P: 403-260-3824 E: Darren.Harrold@RichardsonWealth.com