Retirement & Financial Planning
A complete map of the road ahead: cash flow, savings strategy, pension decisions, and a retirement income plan designed to outlast retirement itself.
North Wealth · Private Wealth Management
Wealth, planned with intention.
Harper Price, CFP®, CLU® — Wealth Advisor at North Wealth. Comprehensive planning for families, professionals, and business owners who want their wealth working toward something.
Serving clients across the Greater Toronto Area — and wherever life takes them.
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CFP®
Certified Financial Planner® — comprehensive, standards-based planning.
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CLU®
Chartered Life Underwriter — advanced estate and insurance expertise.
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15+
Years guiding Canadian families and their wealth through every market.
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Independent
Advice measured against your plan — not a product shelf.
About Harper
Advice built around a life, not a portfolio.
Harper Price has spent more than fifteen years helping Canadian families, professionals, and business owners turn good incomes into durable wealth. The practice began in insurance and estate work — the foundation of the CLU® designation — and grew into full financial planning, because protecting wealth and building it turned out to be the same conversation.
At North Wealth, Harper works with a deliberately small number of client families. Every engagement starts with a written plan, every recommendation traces back to it, and every review asks the same question: is the money still serving the life it was meant to?
Services
Four disciplines. One plan.
Each area of the practice stands on its own — together, they form a single, coordinated strategy reviewed as one.
Investment Strategy
Disciplined portfolio construction matched to the plan — risk you can live with, costs kept low, and a rebalancing discipline that removes emotion from the decision.
Insurance & Estate Planning
The CLU® side of the practice: protecting a family's balance sheet, structuring life insurance well, and making sure wealth transfers on your terms — not the default ones.
Tax-Efficient Wealth Strategies
Keeping more of what you earn: income-splitting where the rules allow, corporate and trust structures that fit, and charitable giving that reflects your values.
The long view, held steadily.
The process
How the work unfolds.
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Discover
A conversation about where you are and what the money is for. No forms-first onboarding — just the full picture.
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Plan
A written financial plan covering retirement, tax, insurance, and estate — priced, sequenced, and in plain language.
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Implement
Accounts opened, portfolios built, coverage placed. Every recommendation tied back to the plan it came from.
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Review
Markets move and lives change. Scheduled reviews keep the plan current — and keep it honest.
The first conversation is simply a conversation.
Thirty minutes, no cost, no obligation — a chance to see whether the fit is right.