Jeffrey Harris is an Investment Advisor at Mandeville Private Client INC. He is a Financial Security Advisor and the Founder of Panache Private Wealth INC. He serves as a strategic advisor and long-term partner to clients, helping them make informed decisions across investment strategy, retirement planning, tax planning, estate considerations, and business matters. His approach is holistic and independent, with every recommendation tailored to the client’s full financial picture and long-term objectives.
Jeffrey has worked in financial services since 2011 and has built his career within the independent advisory channel. That experience has shaped a client-first, entrepreneurial approach to wealth management grounded in objectivity, transparency, and thoughtful planning. He holds the Chartered Investment Manager (CIM®) designation and works with clients across Canada.
Known for his honest, collaborative style, Jeffrey helps clients simplify complex situations and move forward with a clearer sense of direction. He has a particular focus on strategic wealth planning and intergenerational planning, helping family’s structure, preserve, and transfer wealth effectively over time. Outside of work, he enjoys hockey, snowmobiling, time with family, and volunteering as Treasurer for ZEC Dumoine.
