Harness Investment Management
Keith Allan, CFA, is a seasoned finance professional with extensive experience in investment management. Since October 2019, Keith serves as a Portfolio Manager and previously as Associate Portfolio Manager at Harness Investment Management in Vancouver, focusing on building disciplined investment portfolios for high net worth individuals and families. Keith's prior experience includes roles at Connor, Clark & Lunn Financial Group, where responsibilities included equity trade support, compliance reporting, and asset allocation, and at Dixon Mitchell Investment Counsel as a Trader & Portfolio Associate, contributing to significant asset growth from $700 million to $1 billion. Keith holds a CFA designation from the CFA Institute and degrees from UBC Sauder School of Business, Canadian Securities Institute, Langara College, and Kwantlen Polytechnic University.
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Harness Investment Management
We deliver tailored and integrated investment management solutions to high net worth individuals and their families. Our dedicated portfolio managers work with you and your trusted advisor to help organize your financial life and empower you to reach your financial goals. This collaborative approach provides a better and simpler experience which results in improved risk management and an improved probability of achieving your financial goals.