Wealth Service Coordinator
Harrison is a Wealth Service Coordinator at Alitis, working with clients to answer their inquiries, carry out their requests, and help them with their long-term planning.
Having been with Alitis for a number of years, Harrison has developed a strong understanding of back office operations. His keen attention to detail and troubleshooting skills have enabled him to confidently and accurately assist clients with their questions and ensure their needs are met. Harrison brings an enthusiasm for serving clients and desires to build and deepen relationships.
Harrison’s qualifications include a BSc. in Geology from the University of Alberta, completion of the Canadian Securities Course (CSC®) and he has successfully completed Level III of the Chartered Financial Analyst (CFA) Program.
Originally from the hamlet of New Sarepta, Alberta, Harrison moved to Campbell River in 2017. When Harrison is not working, he enjoys promoting financial literacy in the community through the Junior Achievement Volunteer Program, being active, and spending quality time with family.