Harness Investment Management
Oliver Yoon, CFA, CFP, serves as the Chief Operating Officer and Portfolio Manager at Harness Investment Management since 2019. Concurrently, Oliver holds the position of Managing Director and Head of Harness at Advisor Solutions by Purpose while previously serving as Vice President in various roles related to trading, portfolio management operations, and advisor strategy from 2018. Prior experience includes a tenure at TD from 2013 to 2018 as Vice President of Strategic Initiatives at TD Asset Management and Manager of Channel Strategy for High Net Worth Investment Advice. Oliver began the career at CIBC as a Personal Banking and Mutual Funds Representative from 2010 to 2013. Oliver holds a Bachelor of Business Administration in Finance from the Schulich School of Business at York University and completed an exchange program in Business Administration and Management at the National University of Singapore.
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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.