Diligent. Knowledgeable. Team player.
Harold Song is a financial advisor based out of Okotoks. He holds a Bachelor of Science from the University of Calgary and is a certified Personal Financial Planner (PFP®). For Harold, financial planning is a two-way process built on trust. He enjoys working collaboratively with his clients to find the right solutions and to create the lifestyle of their dreams.
Maintain your financial health
Just like you need a doctor to address your health concerns, a financial advisor will help ensure your finances are healthy too. Harold can help you address any question you may have, and he’s there to provide regular account checkups and reasonable solutions. As a trusted advisor, he is constantly elevating his professional development and is currently working towards his Certified Financial Planner (CFP®) designation. The best financial advice Harold ever received was that small changes can make big differences and that there is no such thing as investing too early.
Navigating the financial journey
Harold loves to work with clients who want to take the financial journey together. He’s there to guide you to make good decisions, and he will always put your interests first. When he’s not navigating your finances, Harold loves travelling and trying out new experiences.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: