Your Team
Brian A. Harris, B.A., CFP, CLU, CH.F.C., CEA
Brian has been in the life insurance and financial services industry for over 50 years. He is a graduate of the University of Toronto with a Bachelors Degree in Actuarial Mathematics and has attained his professional designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and Certified Executor Advisor.
Brian specializes in estate planning, retirement planning, tax planning and succession planning for families, self-employed professionals and corporations. His primary focuses are on investment analysis and performance, security, cash flow analysis, income tax efficiency and minimization, estate succession simplicity, the minimization of estate taxes and fees as well as the planning and co-ordination of Wills and Powers of Attorney with the legal profession.
Brian is an avid basketball fan, former player, former coach and co-founder of the Waterloo Wolverines Basketball Academy that focuses on the development of young players, particularly the under privileged, through an elite program potentially leading to athletic and academic scholarships in Canada and the United States. Brian is also an avid cottager and boater.
Brian may be contacted at hifsi@golden.net
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Deborah G. Sutter, CFP, CLU, CH.F.C., CHS, CEA
Deborah has been in the life insurance and financial services industry for over 45 years. She has attained her professional designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Certified Health Specialist and Certified Executor Advisor.
Deborah specializes in financial planning, retirement planning, life insurance planning, critical illness insurance planning and disability insurance planning as well as long term care programs for families and professionals. Her primary focuses are on investment planning, security, performance, income tax efficiency and minimization, estate succession simplicity and the minimization of estate taxes and fees.
Deborah is also a successful stained glass artist and an avid gardener.
Deborah may be contacted at debsutter51@gmail.com