After years of building a successful business, Doug Hinson faced a new challenge—how to sell it wisely and transition into retirement. With Barrie by his side, they wanted a financial plan that went beyond just managing wealth. They wanted a strategy that aligned with their values, ensured their family's financial future, and allowed them to give back to causes they cared about. In this heartfelt testimonial, Doug and Barrie share how Harbour Wealth helped them navigate the complexities of selling a business, structuring their retirement, and creating a long-term charitable giving plan. From finding the right buyer to setting up a disciplined approach to wealth, their journey is a testament to the power of thoughtful financial planning. Now, they’re enjoying the freedom to travel, pursue passions, and engage their children in their own financial futures—all while making a meaningful impact through philanthropy.

After decades of saving lives and creating art, Dr. C.D. Smith and his wife Sally found themselves facing a new challenge—navigating their financial future. With a big family, a deep commitment to charitable giving, and a cherished family cottage dating back to 1892, they wanted a plan that aligned with their values, was creative, tax-savvy and customized to their unique needs. In this heartfelt testimonial, the Smiths share how working with Harbour Wealth Management gave them clarity, confidence, and a plan that balanced their financial wellness with their passion for giving back. From setting up a charitable trust to ensuring their family legacy stays intact, they found a team they could trust—one that offered creative, personalized solutions beyond just numbers. Watch their story to see how financial planning can provide peace of mind and the freedom to focus on what truly matters.

After years of building Harbor Contracting, LLC, Dave Matthews knew that planning for retirement wasn’t something he could afford to figure out on his own. With a business to run and a family to think about, he turned to Harbour Wealth for guidance—just like his father once advised him: Surround yourself with smart people. In this heartfelt testimonial, Dave shares how working with Matt and his team gave him financial clarity, allowing him to focus on growing his business while his retirement plan was expertly structured. From charitable giving to setting up 529 plans for his grandkids, and ensuring his wife and children are financially well, Dave's story is one of trust, friendship, and smart financial decision-making. Now retired, he has the confidence to enjoy life.