Harrison is a Portfolio Manager at Alitis with over 6 years’ experience in the financial services industry.
Harrison joined Alitis in 2018 as a Client Service Administrator and has since advanced within the company, with his current role as a Portfolio Manager. Harrison has found this journey invaluable, creating a strong foundation and knowledge of the “little things” that are important to clients.
Harrison works with current and prospective clients to identify their investment goals, develop tailored investment portfolios, and help build a long-term plan to build their overall wealth.
Harrison assists Alitis’ Investment Committee as a Fixed Income Analyst. He is involved in maintaining the Alitis Strategic Income Pool by monitoring the security allocations, executing orders when required, and keeping abreast of overall Fixed Income market outlooks.
Harrison holds the Chartered Financial Analyst (CFA®) designation and has a B.Sc. in Geology from the University of Alberta.
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.
