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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

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

20 September 2021
Welcome to the backside of the inflation spike
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13 September 2021
MPT, we have a problem
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September 2021
Normalizing
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Contact

Darren Harrold, SVP, Portfolio Manager

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