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.

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

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

Market Ethos

16 August 2022
Filtering Forecasts
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9 August 2022
Why is the market so happy?
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Investor Strategy

August 2022
Second half off to a good start
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Contact

Darren Harrold, SVP, Portfolio Manager

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