Resources
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Thought leadership
Expert advice and insights about the independent practice space.
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Thematics in Flux
16 December, 2024 by Derek Benedethematic investing is a different beast. It’s not about earnings, dividends, debt or cash flow. At its core, it’s about identifying structural trends and innovations that are expected to drive future growth.
A Bizarro Tax-Loss-Selling Year09 December, 2024 by Craig BasingerTax-loss selling this time of year can often lead to weakness in beaten-down names that rebound in January as investors repurchase after waiting the required time. However, this year may be the opposite, given how few tax-loss candidates are available.
Three-Peat? A Market Recap and Analysis02 December, 2024 by Craig BasingerBefore we jump into our thoughts and analysis for 2025, let’s give a big round of applause for 2024! It was a great year for markets – just about all markets, in fact. 
Gold Shakes Off Election25 November, 2024 by Craig BasingerGold retreated following the election as money parked in the yellow metal in case of trouble or a contested election moved back out. But that sale didn’t last long as gold is steadily recovering. In this Ethos, we share our views on gold and miners as unique diversifiers for portfolios.
Bonds? We Don’t Need No Stinking Bonds!18 November, 2024 by Craig BasingerInvestors have been piling into all-equity one-ticket solutions. Performance chasing, perhaps. These vehicles are more tilted to DIY investors as this trend is less evident across the broader market flows.
Four More Years11 November, 2024 by Craig BasingerOkay, everyone is churning out content and thoughts on the market implications of four more years of Trump. And the Trump trades are bouncing all over, most modelled after the 2016 term. 
News & Press
Press and reports featuring Harness
Featured
Globe and MailHow wealth managers are integrating hybrid advice with broader offerings25 June, 2024 Investment ExecutiveHelp your client address the volatility of equity compensation21 May, 2024 Financial PostHarness Investment Management Expands Core Wealth Solutions Partnership to Offer Higher-Touch Investment Counselling Services to Clients25 October, 2023 Globe NewswireHarness investment management to offer a suite of active-passive solutions consisting of Vanguard’s low-cost funds to Canadian investors02 March, 2023 Advisor’s EdgeHarness Investment Management opens Vancouver office: VELA Wealth is the first strategic partner in British Columbia16 December, 2019 Harness Investment ManagementHarness Investment Management Inc. Launches in Vancouver; Forms Strategic Partnership with North Vancouver-based VELA Wealth16 December, 2019
See all news & pressHow wealth managers are integrating hybrid advice with broader offerings25 June, 2024 Investment ExecutiveHelp your client address the volatility of equity compensation21 May, 2024 Financial PostHarness Investment Management Expands Core Wealth Solutions Partnership to Offer Higher-Touch Investment Counselling Services to Clients25 October, 2023 Globe NewswireHarness investment management to offer a suite of active-passive solutions consisting of Vanguard’s low-cost funds to Canadian investors02 March, 2023 Advisor’s EdgeHarness Investment Management opens Vancouver office: VELA Wealth is the first strategic partner in British Columbia16 December, 2019 Harness Investment ManagementHarness Investment Management Inc. Launches in Vancouver; Forms Strategic Partnership with North Vancouver-based VELA Wealth16 December, 2019